Unclaimed
Scott Wichard is a financial professional with over 5 years of experience in the industry. Scott is currently registered with Morgan Stanley Distribution, Inc., Prime Dealer Services Corp., Eaton Vance Distributors, Inc., Wealthpenn.comllc, and Morgan Stanley & Co. LLC. Previously, Scott was employed with E*TRADE SECURITIES LLC. Scott holds the Series 99 and SIE licenses.
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.
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.
1
2
NY
07/19/2023 - Present
Morgan Stanley Distribution, Inc. (NEW YORK NY)
NJ
07/19/2023 - 09/05/2023
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2018
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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