Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ryan Mell is a financial advisor with LPL Financial LLC. Scott has been in the industry since 2017 and is registered in 53 states, including North Carolina, South Carolina, and Texas. Scott has a wide range of experience in the financial services industry, having previously worked at Wells Fargo Clearing Services, LLC and BMO Harris Financial Advisors, Inc. Scott is committed to providing clients with personalized financial advice and strategies to help them 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NC
04/12/2024 - Present
LPL Financial LLC (Matthews NC)
NC
11/11/2021 - 04/02/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
WI
09/13/2017 - 10/20/2020
BMO HARRIS FINANCIAL ADVISORS, INC. (HARTLAND WI)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2024
Series 99TO - Operations Professional Examination
BC
Issued 11/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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