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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McEwan is a financial advisor with Morgan Stanley. Scott has been in the financial industry since 2007 and has a broad range of experience in providing investment advice to individuals, businesses, and institutions. Scott is also a Certified Financial Planner (CFP®). He is registered to provide investment advice in multiple states and has a strong understanding of the markets and the investment needs of his clients. Scott is committed to providing his clients with personalized service and investment strategies that are tailored to their individual needs.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
04/30/2024 - Present
Morgan Stanley (Newport Beach CA)
MA
04/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
BOTH
Issued 04/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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