Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Morrello is a financial advisor with Edelman Financial Engines. Scott has over 8 years of experience in the financial services industry. Scott holds a Series 6, 7, 63 and 65 license and is a Certified Financial Planner and Chartered Financial Consultant. Scott is registered to provide advisory services in Texas and Virginia. Scott has previously worked at EF Legacy Securities, LLC, and Sanders Morris Harris LLC.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
11/26/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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