Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lovejoy is a financial advisor with Edward Jones in Elm Grove, Wisconsin. Scott has been in the financial industry since November 1997. Scott is registered with the state of Wisconsin and Texas as a broker and investment advisor. Scott holds the Series 7, Series 63 and Series 66 licenses. Scott has previously worked with COUNTRY Capital Management Company, AmericaFirst Securities, Inc., Forethought Distributors, LLC, Lincoln Financial Distributors, Inc., Woodbury Financial Services, Inc., TCF Investments, Inc., Guardian Investor Services LLC, Touchstone Securities, Inc., CNA Investor Services, Inc., and John Nuveen & Co., Incorporated. Scott specializes in providing financial advice to individuals, families, and businesses.
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
11/27/2019 - Present
Edward Jones (Elm Grove WI)
WI
05/04/2016 - 11/21/2019
COUNTRY CAPITAL MANAGEMENT COMPANY (Brookfield WI)
CA
09/03/2015 - 04/22/2016
AMERICAFIRST SECURITIES, INC. (ROSEVILLE CA)
CT
07/11/2011 - 01/26/2015
FORETHOUGHT DISTRIBUTORS, LLC (HARTFORD CT)
PA
07/12/2004 - 07/01/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MN
01/28/2004 - 07/15/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
07/17/2003 - 01/02/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
NY
10/18/2000 - 03/26/2003
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
OH
11/11/1998 - 10/13/2000
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NY
01/14/1998 - 10/28/1998
CNA INVESTOR SERVICES, INC. (NEW YORK NY)
IL
09/03/1996 - 12/12/1997
JOHN NUVEEN & CO., INCORPORATED (CHICAGO IL)
BOTH
Issued 11/26/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
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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