Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Nelson Veltman is a financial advisor at Raymond James Financial Services Advisors, Inc. located in Grand Rapids, MI. Scott has been in the financial services industry since 1995 and is a registered representative of Raymond James Financial Services Advisors, Inc. Scott has a strong background in financial planning and investment management, and has a proven track record of helping clients reach their financial goals. Scott is also a licensed investment advisor in the state of Michigan.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/07/2011 - Present
Raymond James Financial Services Advisors, Inc. (GRAND RAPIDS MI)
FL
09/15/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 12/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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