Unclaimed
Scott Robert McIntyre is a financial advisor at Cambridge Investment Research Advisors, Inc. Scott has been in the industry since 2002 and has worked with a variety of firms. Scott specializes in providing financial planning, pension consulting, educational seminars, market timing services, and selection of other advisors. Scott is a registered representative of Cambridge Investment Research, Inc. in Maryland and Texas.
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.
Solicitation fees from 3rd party money managers
1
2
MD
01/03/2024 - Present
Cambridge Investment Research Advisors, Inc. (Hunt Valley MD)
AZ
06/10/2014 - 12/17/2018
CCO CAPITAL, LLC (PHOENIX AZ)
CA
02/24/2012 - 05/30/2014
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
MA
04/21/2005 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
FL
12/03/2003 - 04/28/2005
VANTAGE SECURITIES, INC. (MIAMI FL)
MA
01/01/2002 - 11/12/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
02/08/2001 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 12/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2012
Series 7 - General Securities Representative Examination
BC
Issued 02/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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