Unclaimed
Scott D'amico is a financial advisor with over 17 years of experience in the financial services industry. Scott is currently registered with U.S. Bancorp Investments, Inc. and has a proven track record of success in helping clients achieve their financial goals. Scott holds a Series 7, Series 6, and Series 66 licenses. Scott's previous roles have included positions with PNC INVESTMENTS and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Scott is dedicated to providing personalized financial advice and services to help clients make informed decisions about their financial future.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
KY
03/29/2016 - Present
U.s. Bancorp Investments, Inc. (Florence KY)
OH
07/02/2013 - 03/29/2016
PNC INVESTMENTS (CINCINNATI OH)
KY
11/19/2012 - 01/30/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT MITCHELL KY)
KY
04/06/2010 - 10/30/2012
SIGNATOR INVESTORS, INC. (FLORENCE KY)
KY
06/27/2008 - 10/20/2008
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
OH
05/29/2002 - 05/08/2007
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
BOTH
Issued 03/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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