Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Howard Ollerenshaw is a financial advisor with Raymond James Financial Services Advisors, Inc., where he has been registered since August 2018. Scott has over 30 years of experience in the industry, having previously worked with Wells Fargo Advisors, RBC Capital Markets Corporation, and U.S. Bancorp Investments, Inc. Scott is a registered Investment Advisor Representative (IAR) in Oregon and Texas.
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
08/22/2018 - Present
Raymond James Financial Services Advisors, Inc. (CORVALLIS OR)
OR
06/23/2017 - 08/30/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CORVALLIS OR)
OR
06/20/2008 - 06/23/2017
WELLS FARGO CLEARING SERVICES, LLC (CORVALLIS OR)
OR
05/18/2001 - 06/26/2008
RBC CAPITAL MARKETS CORPORATION (CORVALLIS OR)
MN
11/16/1998 - 06/11/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MN
09/03/1997 - 11/16/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
09/08/1992 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
NA
04/25/1991 - 04/04/1992
LIVINGSTON SECURITIES, INC.
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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