Unclaimed
Scott Brantingson is a financial advisor with over 11 years of experience. Scott currently works at Raymond James Financial Services Advisors, Inc. in Bethlehem, Pennsylvania. Previously, Scott worked at WELLS FARGO CLEARING SERVICES, LLC. Scott is licensed in Pennsylvania, Texas, and 26 other states. Scott holds a Series 7, Series 66 and SIE license. Scott has a background working with high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit sharing plans. Scott provides a wide array of services including financial planning, investment management, portfolio management, and pension consulting.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/12/2018 - Present
Raymond James Financial Services Advisors, Inc. (Bethlehem PA)
PA
09/24/2012 - 10/17/2018
WELLS FARGO CLEARING SERVICES, LLC (BETHLEHEM PA)
BOTH
Issued 10/12/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Brantingson is the right advisor for you? Invested Better is here to help.