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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Taylor Sheffer is an investment advisor representative with Carnegie Wealth Management, LLC. Scott has been in the financial industry for over 20 years. Scott is a Series 65, 63, 7, 3, 10 and 9 license holder. Scott is registered as an Investment Advisor Representative in Pennsylvania and Texas. Scott has previously been employed with THE STRATEGIC FINANCIAL ALLIANCE, INC., BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC., and GOLDMAN, SACHS & CO. Carnegie Wealth Management, LLC provides investment advisory services to individuals, high net worth individuals, and pension and profit-sharing plans. Scott's experience and knowledge of the financial markets make him a valuable resource for clients seeking investment advice.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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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2
PA
01/22/2019 - Present
Carnegie Wealth Management, LLC (BERWYN PA)
PA
08/18/2017 - 08/10/2022
THE STRATEGIC FINANCIAL ALLIANCE, INC. (BERWYN PA)
PA
09/22/2008 - 12/15/2015
BARCLAYS CAPITAL INC. (PHILADELPHIA PA)
PA
04/03/2008 - 09/22/2008
LEHMAN BROTHERS INC. (PHILADELPHIA PA)
NY
10/14/1998 - 04/04/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 12/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/25/1998
Series 3 - National Commodity Futures Examination
Active
Inactive
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