Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gary Bloom is a financial advisor with Raymond James Financial Services Advisors, Inc. in Belvidere, Illinois. Scott has been in the financial industry since 2002. He has a wide range of experience in financial planning, portfolio management, and investment consulting. Scott is committed to providing clients with personalized financial advice that helps them achieve their goals. He offers a variety of services, including financial planning, investment management, retirement planning, and estate planning. Scott is a highly qualified advisor, holding the Series 7, 63, and 66 licenses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
04/06/2023 - Present
Raymond James Financial Services Advisors, Inc. (Belvidere IL)
IL
12/01/2020 - 07/12/2022
PNC INVESTMENTS (Loves Park IL)
IL
09/18/2014 - 12/22/2020
LPL FINANCIAL LLC (GALESBURG IL)
IL
10/18/2010 - 09/19/2014
U.S. BANCORP INVESTMENTS, INC. (BLOOMINGTON IL)
IL
05/04/2005 - 09/28/2010
PRIMEVEST FINANCIAL SERVICES, INC. (PRINCETON IL)
MO
07/23/2002 - 05/05/2005
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 06/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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