Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mitchell Lask is a financial advisor with over 40 years of experience in the industry. Scott is currently registered with Wedbush Securities Inc. and has held previous positions at firms like Brookstreet Securities Corporation, Greenwich Global, LLC, and Wachovia Securities, LLC. Scott's experience encompasses a broad range of financial services, including portfolio management, financial planning, and pension consulting. Scott is committed to providing personalized financial guidance to individuals, businesses, and charitable organizations. Scott Lask is dedicated to helping clients achieve their financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/08/2021 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
NY
05/30/2006 - 07/03/2007
BROOKSTREET SECURITIES CORPORATION (MONROE NY)
CT
01/09/2004 - 05/31/2006
GREENWICH GLOBAL, LLC (WILTON CT)
MO
10/01/1999 - 01/05/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
10/15/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
09/30/1994 - 10/19/1998
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NY
02/16/1994 - 09/12/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
06/05/1992 - 02/02/1994
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
08/20/1990 - 05/22/1992
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
IL
02/14/1989 - 09/07/1990
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
04/05/1988 - 02/25/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/04/1985 - 04/14/1988
MOORE & SCHLEY, CAMERON & CO.
NA
09/04/1985 - 01/27/1988
MOORE & SCHLEY MUNICIPALS, INC.
NA
05/03/1985 - 09/09/1985
OPPENHEIMER & CO., INC.
NA
10/16/1984 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
10/19/1983 - 10/11/1984
SHEARSON LEHMAN/AMERICAN EXPRESS INC.
IA
Issued 11/05/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2006
Series 24 - General Securities Principal Examination
BC
Issued 03/12/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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