Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wilson is a financial advisor with over 20 years of experience in the industry. Scott has worked at several prominent firms including Lehman Brothers Inc. and Bear, Stearns & Co. Inc., before joining Voya Financial Advisors, Inc. in 2014. Scott is currently registered in several states including New York, Oregon and Texas. Scott specializes in providing financial planning, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations.
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.
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.
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.
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2
OR
05/01/2020 - Present
Voya Financial Advisors, Inc. (PORTLAND OR)
OR
06/29/2005 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (PORTLAND OR)
NY
01/05/2004 - 06/30/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/27/2002 - 08/11/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
03/08/2001 - 08/14/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 03/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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