Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gershon is a financial advisor with TIAA-CREF Individual & Institutional Services, LLC. Scott has been in the financial services industry since 2011. Scott has a Series 6, 7, 24, 63 and 66 licenses and holds registrations in 51 states as well as the District of Columbia. Scott is registered with FINRA and is also registered as an Investment Advisor Representative in North Carolina. Scott works with both individual clients and corporations and specializes in financial planning, portfolio management for individuals, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
08/24/2020 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Huntersville NC)
NJ
05/29/2014 - 08/13/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
01/26/2011 - 05/16/2014
NYLIFE SECURITIES LLC (EDISON NJ)
BOTH
Issued 06/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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