Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Reynolds is an investment advisor representative with UBS Financial Services Inc., based in Atlanta, Georgia. Scott holds the Series 7TO, Series 66, and Series 65 licenses. Scott has been in the industry since 2020 and has experience working with clients from various backgrounds, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Scott specializes in providing a wide range of financial services including security ratings, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
See schedule d - miscellaneous
1
2
GA
10/31/2023 - Present
UBS Financial Services Inc. (ATLANTA GA)
NJ
08/24/2020 - 01/28/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/24/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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