Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Scott has been in the financial industry since 2005 and holds Series 7, 66, and SIE licenses. Scott is registered to provide investment advice in 27 states and the District of Columbia. Scott specializes in investment advisory services for individuals and businesses, performance measurement reports, allocation modeling, investment policy statements, research reports and services, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
CA
07/12/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERSIDE CA)
CA
10/09/2014 - 07/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVINE CA)
CA
05/18/2000 - 10/09/2014
AMERIPRISE FINANCIAL SERVICES, INC. (RIVERSIDE CA)
MN
05/18/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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