Unclaimed
Scott Anthony Jeamel is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Charles Schwab & CO., INC. and has been with the firm since September 1990. Scott specializes in providing financial planning and portfolio management services to individuals and families. Scott also holds licenses to provide investment advice in 28 states, as well as an Investment Advisor Representative license in Connecticut and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CT
01/06/2020 - Present
Charles Schwab & CO., Inc. (West Hartford CT)
CT
02/14/1989 - 09/25/1990
ADVEST, INC. (HARTFORD CT)
IA
Issued 6/1/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/26/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/11/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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