Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Clements is an investment advisor representative with Fountainhead Advisors, where he has been employed since November 2017. Scott is a registered investment advisor (IA) in New Jersey. Scott has been in the financial services industry since 1994. Scott is a registered representative and has passed both the Series 63 and Series 65 exams. Prior to joining Fountainhead Advisors, Scott worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and other firms. Scott is located in Warren, New Jersey and primarily serves high-net-worth individuals and corporations. Scott provides a variety of services, including financial planning, pension consulting, and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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NJ
11/15/2017 - Present
Fountainhead Advisors (WARREN NJ)
NJ
12/22/2010 - 11/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ISELIN NJ)
TX
07/21/2009 - 06/05/2010
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
MN
01/02/2009 - 05/19/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/02/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
11/30/2005 - 03/22/2007
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
03/20/2002 - 11/17/2005
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
NY
04/06/1999 - 03/26/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/27/1994 - 06/06/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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