Unclaimed
Scott Merhige is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Scott has over 38 years of experience in the financial services industry. Scott is registered with the state of Florida and New Jersey as an Investment Advisor Representative and is also registered with FINRA as a Registered Representative. Scott is a highly experienced advisor with a focus on helping individuals, families, and businesses meet their financial goals. Scott provides a variety of financial services including investment consulting, financial planning, pension consulting, and portfolio management.
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.
Investment consulting services to institutional clients
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.
1
2
FL
07/24/2023 - Present
Wells Fargo Advisors Financial Network, LLC (FORT MYERS FL)
FL
01/01/2008 - 07/21/2023
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
NY
05/31/1990 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NA
05/29/1990 - 06/27/1990
JESUP & LAMONT, INCORPORATED
NA
09/08/1984 - 05/29/1990
JOSEPHTHAL & CO., INCORPORATED
NA
07/26/1984 - 08/07/1984
MACPEG ROSS AND GOLDABER SECURITIES, INC.
IA
Issued 11/01/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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