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 Mersereau is an investment advisor representative with Kestra Advisory Services, LLC. Scott has been in the industry since February 1998 and holds Series 6, 63 and 65 licenses as well as the SIE exam. Scott also holds registrations in several states including Florida, California, Illinois, Indiana, Kentucky, Maine, Massachusetts, New Jersey, New York, Oregon, Tennessee and Virginia. Scott has experience with National Securities Corporation, Prime Capital Services, Inc., Abel, B. Riley Wealth Management, and B. Riley Wealth Advisors, Inc.. Scott is a licensed Investment Advisor Representative in the State of Florida.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/03/2024 - Present
Kestra Advisory Services, LLC (Boca Raton FL)
FL
11/22/2013 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
02/13/1998 - 11/22/2013
PRIME CAPITAL SERVICES, INC. (BOCA RATON FL)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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