Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Joseph Potoma is a financial advisor registered with Nylife Securities LLC in Bethesda, MD. Scott has been in the financial industry since March 20, 1996. Scott has passed the Series 7, Series 66, Series 24 and SIE exams. Scott is registered in Maryland as a broker. Scott previously worked at American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
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2
MD
10/01/2003 - Present
Nylife Securities LLC (BETHESDA MD)
MN
03/15/1996 - 09/24/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/15/1996 - 09/24/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/21/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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