Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Richard Montgomery is a financial advisor with Provenance Wealth Advisors, based in Fort Lauderdale, FL. Scott has been in the financial industry since 1987. Scott is a registered representative and investment advisor representative with the firm and holds the Series 6, 7, 22, 24, 62, 63, and 65 licenses. Scott also holds the Chartered Financial Consultant designation.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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.
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2
FL
12/23/2024 - Present
Provenance Wealth Advisors (FORT LAUDERDALE FL)
FL
08/30/2013 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FT. LAUDERDALE FL)
FL
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (FORT LAUDERDALE FL)
NY
08/02/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IN
09/05/2000 - 07/23/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 07/23/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
08/06/1987 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1994
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/23/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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