Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stevenson is a financial advisor with D.A. Davidson & Co., located in Des Moines, Iowa. Scott has been working in the financial industry since September 16, 2006. He is licensed to provide financial services in multiple states, including Iowa, Colorado, Georgia, and Illinois. Scott is a Series 7, Series 50, Series 53, Series 54, and Series 63 licensed advisor. His specialties include financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
IA
03/02/2009 - Present
D.a. Davidson & Co. (DES MOINES IA)
IA
09/14/2006 - 02/27/2009
RUAN SECURITIES CORPORATION (DES MOINES IA)
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 03/23/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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