Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Teich has over 28 years of experience in the financial services industry. He is currently registered with Raymond James & Associates, Inc. and holds Series 7, 63, and SIE licenses. Scott has a long history of serving clients in a variety of capacities, including financial planning, portfolio management for individuals and businesses, and pension consulting. Scott Teich has held prior positions at Gruntal & Co. Incorporated, First Colonial Securities Group, Inc., and Paragon Capital Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/22/2013 - Present
Raymond James & Associates, Inc. (BOCA RATON FL)
NY
06/15/1999 - 03/07/2001
GRUNTAL & CO., L.L.C. (NEW YORK NY)
FL
05/09/1996 - 07/12/1999
FIRST COLONIAL SECURITIES GROUP, INC. (BOCA RATON FL)
NY
07/21/1994 - 05/08/1996
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
NJ
12/13/1993 - 06/13/1994
PARAGON CAPITAL CORPORATION (EAST HANOVER NJ)
BC
Issued 01/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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