Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robert Englehardt is a financial advisor currently working at Stifel, Nicolaus & Company, Inc., based in Atlanta, Georgia. Scott has been in the financial services industry since 1991 and has a broad range of experience in providing investment advice and financial planning services. Scott has a strong track record of success, serving a diverse client base, including high-net-worth individuals, corporations, charitable organizations, and retirement plans. Scott is committed to helping clients achieve their financial goals.
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.
1
2
GA
01/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (ATLANTA GA)
GA
02/13/2013 - 05/05/2017
RAYMOND JAMES & ASSOCIATES, INC. (ALPHARETTA GA)
GA
03/16/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (ALPHARETTA GA)
GA
06/15/2002 - 03/20/2007
WACHOVIA SECURITIES, LLC (ALPHARETTA GA)
NC
11/05/1999 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NJ
06/10/1996 - 11/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
04/01/1993 - 06/28/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
12/10/1992 - 03/30/1993
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
NJ
07/01/1992 - 09/22/1992
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
CO
08/09/1991 - 06/29/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 10/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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