Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gerard Bennett is a financial advisor with over 30 years of experience in the industry. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 3, Series 7, and Series 63 licenses. Scott is currently registered with Raymond James & Associates, Inc. in Florida, Michigan, and Texas. Scott has previously been registered with UBS Financial Services Inc., Citigroup Global Markets Inc., Lehman Brothers Inc. and E.F. Hutton & Company Inc. Scott has a long history of working with individuals, corporations, and trusts. Scott is a board member of the Catholic Foundation of Michigan and is active in the community.
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
MI
02/11/2019 - Present
Raymond James & Associates, Inc. (BIRMINGHAM MI)
MI
12/12/2008 - 02/12/2019
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
MI
07/31/1993 - 12/20/2008
CITIGROUP GLOBAL MARKETS INC. (BLOOMFIELD HILLS MI)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
10/21/1987 - 02/15/1988
E. F. HUTTON & COMPANY INC
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1987
Series 3 - National Commodity Futures Examination
BC
Issued 10/17/1987
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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