Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Elger is a financial advisor who has been in the industry since 1986. Currently, Scott is a registered representative of Wells Fargo Clearing Services, LLC. Scott holds Series 3, 7, 63, and 65 licenses and the SIE. Scott's previous employers include Robert W. Baird & Co. Incorporated, Morgan Stanley DW Inc., Everen Securities, Inc. and Lehman Brothers Inc. Scott offers investment consulting services to institutional clients as well as financial planning and portfolio management for individuals and businesses.
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
IL
09/18/2019 - Present
Wells Fargo Clearing Services, LLC (PEORIA IL)
IL
12/08/2006 - 11/21/2017
ROBERT W. BAIRD & CO. INCORPORATED (PEORIA IL)
IL
03/03/1994 - 12/15/2006
MORGAN STANLEY DW INC. (PEORIA IL)
MO
01/24/1991 - 02/22/1994
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
01/21/1986 - 01/09/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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