Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Randall Stevens is an investment advisor representative with Private Advisor Group, LLC. Scott has been in the securities industry since October 16, 2007, and has experience in various areas, including financial planning, portfolio management, and pension consulting. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, 26, 63, and 65 licenses. Scott also holds a SIE license. He is a registered investment advisor in New York, South Carolina, and Texas. Scott is affiliated with Private Advisor Group, LLC, which is a registered investment advisor based in Morristown, New Jersey.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
07/30/2019 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
NY
10/17/2007 - 12/17/2015
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (SYRACUSE NY)
IA
Issued 12/08/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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