Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ross Graver is a financial advisor with over 12 years of experience in the industry. Scott is currently registered with New Edge Wealth in Boca Raton, Florida. Scott has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Scott is a Certified Financial Planner and holds the Series 3, 7, and 66 licenses. Scott specializes in providing financial planning, portfolio management, and investment advice for individuals, families, and businesses. Scott is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
10/17/2024 - Present
NEW Edge Wealth (Boca Raton FL)
FL
03/18/2016 - 08/20/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)
FL
05/08/2012 - 04/11/2016
MORGAN STANLEY (BOCA RATON FL)
BOTH
Issued 10/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2015
Series 3 - National Commodity Futures Examination
BC
Issued 05/07/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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