Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Medeiros is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Scott has over 17 years of experience in the financial services industry. Scott works with individuals, families, businesses, and institutions. Scott's expertise includes investment management, financial planning, and retirement planning. Scott is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. Scott has earned the Series 7 and Series 66 licenses. Scott is also a Registered Representative with the Financial Industry Regulatory Authority (FINRA).
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
LA
03/01/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAFAYETTE LA)
LA
01/21/2010 - 02/11/2011
MORGAN STANLEY SMITH BARNEY (LAFAYETTE LA)
CO
07/18/2008 - 09/25/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
TX
11/17/2007 - 07/15/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
01/17/2007 - 11/09/2007
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
02/14/2006 - 12/15/2006
PERRYMAN SECURITIES, INC. (DALLAS TX)
BOTH
Issued 04/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
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
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