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 Wheeler is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Scott has been working in the financial industry since 2007. Scott has a combined state law license and holds licenses in multiple states. Scott also works with North Atlantic Investment Partners, LLC, a support company, as an independent contractor. Scott is a licensed financial advisor for Raymond James. In addition, Scott owns Greylock Wealth Management and Debits & Credits LLC, both of which are support companies that are not investment related.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
06/30/2016 - Present
Raymond James Financial Services Advisors, Inc. (NEWTON LOWER FALLS MA)
MA
12/10/2007 - 05/03/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Boston MA)
BOTH
Issued 01/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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