Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kauffman is an investment advisor representative with Raymond James Financial Services Advisors, Inc., located in Asheboro, NC. Scott is active in the investment advisory industry. Scott is licensed to advise clients in North Carolina. Scott is a registered representative of Raymond James Financial Services Advisors, Inc. Scott's current registrations are with Raymond James Financial Services Advisors, Inc. and are in North Carolina. Scott is approved to provide investment advisory services. Scott specializes in providing services for individuals, other investment advisors, insurance companies, banking or thrift institutions, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
05/30/2023 - Present
Raymond James Financial Services Advisors, Inc. (Asheboro NC)
IA
Issued 12/10/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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