Unclaimed
Scott Bucher is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Bala Cynwyd, PA. Scott has been in the securities industry since 1997. Scott has Series 7, Series 63, and Series 65 securities licenses as well as Series 66. Scott holds registrations in numerous states and specializes in portfolio management, pension consulting, and education seminars. Scott's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Robert W. Baird & Co. Incorporated.
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
PA
02/19/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BALA CYNWYD PA)
NY
12/03/1999 - 01/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
WI
12/15/1997 - 08/21/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 02/15/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2013
Series 7 - General Securities 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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