Unclaimed
Scott Pfeifer is a financial advisor with Edward Jones, a firm that manages over $824 billion in client assets. Scott is based in KANSAS CITY, MO and has over 12 years of experience in the financial services industry. Scott has Series 7 and Series 66 securities licenses and a Certified Financial Planner designation. Scott is registered with FINRA and the state of Missouri. Scott has experience providing financial advice to individuals, families, and businesses. Scott is committed to helping clients achieve their 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
MO
07/16/2021 - Present
Edward Jones (KANSAS CITY MO)
MO
05/21/2014 - 08/10/2021
COPPER FINANCIAL (Kansas City MO)
MO
12/05/2011 - 05/20/2014
CUSO FINANCIAL SERVICES, L.P. (KANSAS CITY MO)
MO
05/05/2009 - 12/05/2011
EDWARD JONES (KANSAS CITY MO)
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2009
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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