Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Anderson is a financial advisor with over 37 years of experience in the financial industry. Scott is registered with Raymond James Financial Services Advisors, Inc. and is based in Lake Oswego, OR. Scott has been active in the financial industry since 1984 and currently holds registrations in 45 states.
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
05/26/2022 - Present
Raymond James Financial Services Advisors, Inc. (Lake Oswego OR)
OR
05/27/2005 - 05/27/2022
D.A. DAVIDSON & CO. (LAKE OSWEGO OR)
MO
12/03/1984 - 06/03/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 08/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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