Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jeremy Schmelzer is a financial advisor with over 20 years of experience in the industry. Scott is a registered representative with Citigroup Global Markets Inc. and holds a variety of licenses and certifications, including Series 7, Series 66, Series 24, and Series 52. Scott's areas of expertise include portfolio management for individuals and businesses, asset allocation advice, financial planning, and pension consulting. Scott has worked with Raymond James & Associates, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Dean Witter Reynolds Inc., bringing a wide range of experience to his current role at Citigroup Global Markets Inc.
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.
Asset allocation advice
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.
1
2
NY
10/12/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
06/30/2010 - 12/09/2022
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
01/02/2009 - 06/24/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
FL
06/04/2008 - 12/31/2008
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
11/30/2000 - 12/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/20/1998 - 12/23/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/26/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/12/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2013
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 06/03/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1998
Series 31 - Futures Managed Funds Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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