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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 Omansky is an Investment Advisor Representative, licensed in Illinois, and an Investment Advisor Representative registered in Texas. Scott joined Morgan Stanley in 2016 and is an experienced financial professional. He has a broad base of experience working in the financial industry, including past employment at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Keeley Investment Corp., Allstate Distributors, L.L.C., and DWS Scudder Distributors, Inc.. Scott is dedicated to providing comprehensive financial planning and investment advice to individuals, families, businesses, and institutions. Scott has been in the financial industry since November 13, 2004.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
03/18/2016 - Present
Morgan Stanley (Deerfield IL)
IL
07/26/2012 - 03/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NORTHBROOK IL)
IL
02/16/2011 - 07/09/2012
KEELEY INVESTMENT CORP. (CHICAGO IL)
IL
07/16/2007 - 03/25/2009
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
11/28/2002 - 07/06/2007
DWS SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 06/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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