Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Litwin is a financial advisor with Stifel, Nicolaus & Company, Inc., located in BLUE ASH, OH. Scott has been in the securities industry since March 4, 1982. Scott has passed the Series 4, 7, 24, 63, and 65 exams. Scott has also been a registered representative with McDonald Investments Inc. and Gradison & Company Incorporated. Scott has a long history of working with clients in various categories including individuals, corporations, high net worth individuals, charitable organizations, pension and profit-sharing plans, and more. Scott offers financial planning, pension consulting, educational seminars, and portfolio management services.
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.
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
OH
10/22/2009 - Present
Stifel, Nicolaus & Company, Inc. (BLUE ASH OH)
OH
10/04/1991 - 12/05/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
11/08/1989 - 10/04/1991
GRADISON & COMPANY INCORPORATED
NA
03/05/1982 - 11/14/1989
MERIT FINANCIAL CORPORATION
IA
Issued 11/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/1985
Series 4 - Registered Options Principal Examination
BC
Issued 10/07/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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