Unclaimed
Scott Matthew Brown is a financial advisor at Edward Jones, a firm that manages over $824 billion in assets. Scott has been in the industry since 2006 and is registered with the Financial Industry Regulatory Authority (FINRA) and various state regulators. Scott holds the Series 7, Series 63 and SIE licenses, and is also a Certified Financial Planner. Scott provides financial planning services to individuals, families, and businesses. He also offers portfolio management services, pension consulting and assists with the selection of other advisors. Scott currently provides services in the states of Arkansas, California, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, New Mexico, North Carolina, Ohio, South Carolina, Texas, Virginia, West Virginia, and Wisconsin.
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
OH
12/18/2018 - Present
Edward Jones (TOLEDO OH)
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
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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