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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jeffrey Altschul is an investment advisor representative at Conexus Capital Management, LLC. Scott has over 15 years of experience in the financial services industry. He is a Series 7 and Series 66 registered representative. Scott is also a registered investment advisor representative in Colorado and Florida. He specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. Scott has a passion for helping his clients 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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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FL
11/22/2016 - Present
Conexus Capital Management, LLC (Weston FL)
OH
05/23/2011 - 04/20/2012
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
FL
07/10/2008 - 11/30/2009
WELLS FARGO ADVISORS, LLC (BOCA RATON FL)
FL
08/31/2007 - 06/20/2008
UBS FINANCIAL SERVICES INC. (MIAMI FL)
FL
07/16/2002 - 09/04/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
IL
01/01/2002 - 07/16/2002
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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