Unclaimed
Scott Sheridan Hanley is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Scott has over 25 years of experience in the financial services industry. Scott holds the Series 6, Series 7, Series 63, and Series 65 licenses. Scott has a proven track record of success in helping clients achieve their financial goals. Scott is committed to providing personalized financial advice and guidance to his clients. Scott's previous experience includes working at Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Prudential Securities Incorporated, and Pruco Securities Corporation. Scott is also a trustee of the Hanley Family Trust.
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
08/18/2015 - Present
Raymond James Financial Services Advisors, Inc. (CHELMSFORD MA)
MA
01/01/2008 - 08/05/2015
WELLS FARGO ADVISORS, LLC (CHELMSFORD MA)
MA
08/14/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHELMSFORD MA)
NY
09/30/1996 - 08/19/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
08/12/1994 - 10/18/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 12/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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