Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Schelling is a financial advisor with New York Life Investment Management LLC. Scott has been in the industry since 2020. Scott is licensed in 11 states and holds Series 7TO, SIE, and Series 66 licenses. Scott specializes in providing financial advice for individuals, corporations, investment companies, and pooled investment vehicles. Scott is a registered representative of New York Life Investment Management LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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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NY
01/26/2023 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
IL
10/13/2020 - 01/06/2023
NUVEEN SECURITIES, LLC (CHICAGO IL)
BOTH
Issued 11/10/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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