Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gregory is a financial advisor with Benjamin F. Edwards & Company, Inc. in DECATUR, Illinois. Scott has been working in the financial services industry since 2001. Scott holds the Series 6, 7, 63 and 66 securities licenses and is registered with FINRA, the Securities and Exchange Commission, and the state of Illinois. Scott is also an Investment Advisor Representative. Scott specializes in providing financial planning, portfolio management and educational seminars to individuals, businesses, and charitable organizations. Scott’s previous experience includes working with Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Private Client Services.
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.
A percentage of the total value of assets under management is charged.
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2
IL
07/03/2023 - Present
Benjamin F. Edwards & Company, Inc. (DECATUR IL)
IL
03/05/2021 - 05/22/2023
INVESTMENT PLANNERS, INC. (decatur IL)
IL
07/15/2020 - 03/05/2021
PRIVATE CLIENT SERVICES, LLC (DECATUR IL)
IL
01/02/2019 - 12/31/2019
PRIVATE CLIENT SERVICES, LLC (DECATUR IL)
IL
01/01/2008 - 01/04/2019
WELLS FARGO CLEARING SERVICES, LLC (DECATUR IL)
IL
05/07/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DECATUR IL)
MN
07/16/2001 - 03/27/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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