Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Crowell is a financial professional registered with Wells Fargo Clearing Services, LLC in Nebraska. Scott has been in the financial industry for over 2 years and is currently registered with the state of Nebraska as a Registered Representative and Investment Adviser Representative. Scott is a well-rounded financial professional who offers both investment consulting services to institutional clients and financial planning for both businesses and individuals. Scott's previous employment experience includes working for other major financial institutions, as well as several local Omaha businesses. Scott is dedicated to providing high-quality financial advice to clients and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
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NE
09/21/2023 - Present
Wells Fargo Clearing Services, LLC (OMAHA NE)
IA
Issued 09/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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