Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Marshall Shagrin is an investment advisor representative with Beverly Hills Private Wealth, LLC. Scott has over 30 years of experience in the financial industry and holds a Series 7, Series 63, and Series 65 license. Scott is a Certified Financial Planner and specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Scott has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Citigroup Global Markets Inc., and Lehman Brothers Inc.
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.
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CA
10/10/2022 - Present
Beverly Hills Private Wealth, LLC (BEVERLY HILLS CA)
CA
09/01/2006 - 10/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
10/25/1991 - 09/12/2006
CITIGROUP GLOBAL MARKETS INC. (BEVERLY HILLS CA)
NY
07/20/1983 - 11/04/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 11/26/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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