Unclaimed
Scott Calnan is a financial advisor currently registered with UBS Asset Management (us) Inc. Scott has been in the securities industry for 4 years. Scott is registered in New York with Series 7TO and Series 63 licenses. Scott was previously registered with CREDIT SUISSE SECURITIES (USA) LLC in New York, New York.
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.
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.
1
2
NY
05/01/2024 - Present
UBS Asset Management (us) Inc. (New York NY)
NY
09/05/2020 - 05/01/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 09/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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