Unclaimed
Scott Raymond Burnett is a financial advisor with over 40 years of experience in the financial services industry. Currently, Scott is a registered representative with Raymond James & Associates, Inc., specializing in investment management, financial planning, and retirement planning. Scott is licensed to offer securities and investment advisory services in multiple states.
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.
Please see note in schedule d - miscellaneous
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
UT
08/13/2024 - Present
Raymond James & Associates, Inc. (Cottonwood Heights UT)
UT
01/12/2006 - 08/13/2024
ZIONS DIRECT, INC. (SALT LAKE CITY UT)
TX
09/11/2000 - 12/01/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (AUSTIN TX)
UT
07/08/1994 - 01/03/2001
ZIONS INVESTMENT SECURITIES, INC. (SALT LAKE CITY UT)
AR
09/04/1992 - 04/27/1994
LLAMA COMPANY (FAYETTEVILLE AR)
NY
04/13/1982 - 10/01/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
12/20/1982 - 06/06/1984
LEHMAN BROTHERS KUHN LOEB INCORPORATED
IA
Issued 02/15/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/11/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/12/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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