Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Munroe Louder is a financial advisor with over 28 years of experience in the industry. Scott is currently registered with Raymond James & Associates, Inc. and has previously worked with UBS Financial Services Inc., Morgan Stanley DW Inc., John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company and Putnam Mutual Funds Corp.. Scott holds Series 6, 7, 31, 63 and 65 licenses and has a broad range of experience in financial planning, portfolio management, and other investment services.
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.
Please see note in schedule d - miscellaneous
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.
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2
MA
09/04/2015 - Present
Raymond James & Associates, Inc. (WORCESTER MA)
MA
05/18/2001 - 09/17/2015
UBS FINANCIAL SERVICES INC. (WORCESTER MA)
NY
01/18/1996 - 05/21/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
11/02/1994 - 10/12/1995
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
11/02/1994 - 10/12/1995
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MA
02/22/1994 - 09/08/1994
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 02/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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