Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott MacBeth has been a registered representative for over 25 years, beginning his career in 1997. Scott is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc., where he has been employed since 1998. He is a licensed representative in over 30 states and has a strong background in securities and investment advisory services. Scott has a comprehensive understanding of financial markets and products, and he is committed to providing his clients with personalized advice and investment solutions that meet their unique needs. Scott is also a registered representative of the firm in Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
08/26/2004 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BREA CA)
BOTH
Issued 01/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 01/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott MacBeth is the right advisor for you? Invested Better is here to help.
