Unclaimed
Scott Gordon Gatherum is a financial advisor at Raymond James Financial Services Advisors, Inc. Scott has been in the financial services industry since 2006 and has experience with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Scott is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in 22 states. Scott holds Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Scott is committed to providing clients with personalized financial advice and guidance. Scott provides a variety of services, including financial planning, investment management, and retirement planning.
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
OR
01/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Corvallis OR)
OR
09/30/2010 - 03/01/2021
GENEOS WEALTH MANAGEMENT, INC. (CORVALLIS OR)
OR
07/06/2006 - 10/11/2010
SECURITIES AMERICA, INC. (CORVALLIS OR)
BOTH
Issued 06/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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