Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Pinheiro is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Incorporated, with experience in the financial industry dating back to 1984. Scott Pinheiro has a variety of licenses and registrations, including Series 7, 6, 10, 24, 31, 63, and 65. Scott Pinheiro has held prior positions at Morgan Stanley, Citigroup Global Markets Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., Marketing One Securities, Inc., Wealth Builders Equity Corporation, Ringler Financial Services, Inc., First Hanover Securities, Inc., Invest Financial Corporation, BNL Securities Inc., and Metropolitan Life Insurance Company. Scott Pinheiro offers a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
01/09/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FREEHOLD NJ)
NJ
06/01/2009 - 01/26/2015
MORGAN STANLEY (SHREWSBURY NJ)
NJ
11/03/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SHREWSBURY NJ)
NJ
10/01/2000 - 11/07/2006
WACHOVIA SECURITIES, LLC (RED BANK NJ)
NC
01/01/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
OR
06/27/1994 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
05/20/1992 - 06/29/1994
WEALTH BUILDERS EQUITY CORPORATION
FL
01/14/1992 - 06/06/1992
RINGLER FINANCIAL SERVICES, INC. (ORLANDO FL)
NA
10/15/1990 - 12/03/1991
WEALTH BUILDERS EQUITY CORPORATION
NY
02/02/1990 - 10/24/1990
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NA
11/25/1988 - 01/16/1990
INVEST FINANCIAL CORPORATION
WI
04/27/1988 - 01/16/1990
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
08/21/1986 - 11/10/1988
BNL SECURITIES INC.
NA
07/05/1983 - 11/12/1985
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 5/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/12/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/7/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 6/24/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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