Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Blankman is an investment advisor representative with UBS Financial Services Inc. Scott has been in the financial industry since 2000, and has been with UBS since 2018. Prior to joining UBS, Scott worked for Next Capital Management, LLC. Scott is registered with the state of New Jersey, New York, and Texas. Scott specializes in retirement planning, education planning, insurance, investments, and estate planning.
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.
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.
See schedule d - miscellaneous
1
2
NY
05/24/2021 - Present
UBS Financial Services Inc. (NEW YORK NY)
NY
04/25/2005 - 01/31/2013
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
05/01/2000 - 08/30/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/16/1997 - 05/01/2000
SCHRODER & CO. INC. (NEW YORK NY)
NY
06/26/1995 - 06/09/1997
SBC WARBURG, INC. (NEW YORK NY)
BOTH
Issued 01/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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