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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 Lamontagne is a financial advisor with Edward Jones, a firm that manages over $800 billion in assets. Scott has been in the financial services industry since 1997, and has extensive experience with various aspects of financial planning, including portfolio management, retirement planning, and college savings. Scott is registered in several states including Wisconsin, Minnesota, Illinois, Florida, Georgia, Tennessee, Mississippi and South Carolina. Scott is committed to providing personalized financial guidance to clients, helping them achieve their long-term financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
WI
11/11/2019 - Present
Edward Jones (CROSS PLAINS WI)
NY
11/05/2004 - 11/30/2011
PIPELINE TRADING SYSTEMS LLC (NEW YORK NY)
IL
08/27/1998 - 02/11/2002
ARAGON INVESTMENTS, LTD. (CHICAGO IL)
IL
08/18/1997 - 02/11/2002
CITADEL TRADING GROUP L.L.C. (CHICAGO IL)
IL
08/18/1997 - 12/15/1999
TITAN SECURITIES, L.L.C. (CHICAGO IL)
BOTH
Issued 11/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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