Unclaimed
Scott Joseph Howerter is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Scott has been in the financial industry for over 30 years, with previous experience at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and A.G. Edwards & Sons, Inc. Scott is registered with the Securities and Exchange Commission and holds Series 7, Series 31, Series 63, and Series 66 licenses. He specializes in working with individuals, corporations, charitable organizations, high-net-worth individuals, and pension and profit-sharing plans. Scott provides investment consulting services to institutional clients and offers financial planning and portfolio management services.
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.
Investment consulting services to institutional clients
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.
1
2
NE
07/16/2009 - Present
Wells Fargo Advisors Financial Network, LLC (OMAHA NE)
NE
06/01/2009 - 07/23/2009
MORGAN STANLEY SMITH BARNEY (LINCOLN NE)
NE
05/28/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LINCOLN NE)
MO
12/22/1992 - 06/07/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/04/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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