Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mayo is a financial advisor with over 25 years of experience in the industry. Scott is registered with Raymond James Financial Services Advisors, Inc. in Elkhorn, Nebraska. Scott has a wide range of experience in the financial services industry, including experience with Raymond James Financial Services Advisors, Inc., FIRST NATIONAL CAPITAL MARKETS and PRIMEVEST FINANCIAL SERVICES, INC.. Scott is licensed to offer a variety of financial products and services. Scott holds licenses and certifications in multiple states. Scott is also the owner of Freestone Wealth Strategies.
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
NE
09/23/2013 - Present
Raymond James Financial Services Advisors, Inc. (ELKHORN NE)
NE
06/01/2010 - 09/23/2013
FIRST NATIONAL CAPITAL MARKETS (OMAHA NE)
NE
08/10/2001 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (OMAHA NE)
MN
10/28/1997 - 08/17/2001
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 11/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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