Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Melton Birmingham is an investment advisor representative with over 20 years of experience in the financial services industry. Scott is currently registered with Robert W. Baird & Co. Inc. in Texas and Florida. Scott is a Series 7, Series 31, Series 63, and Series 65 licensed professional. Scott has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Scott provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Scott's areas of specialization include retirement planning, investment management, and wealth preservation.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
TX
03/10/2017 - Present
Robert W. Baird & Co. Inc. (Dallas TX)
TX
08/23/2007 - 03/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MCKINNEY TX)
TX
09/12/1996 - 08/30/2007
CITIGROUP GLOBAL MARKETS INC. (PLANO TX)
IA
Issued 12/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/22/1996
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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