Unclaimed
Scott Thomas Bewick is a financial advisor registered with Charles Schwab & Co., Inc. in Illinois. Scott is a registered investment advisor representative (IAR) and a broker-dealer (BD) representative, with licenses from the state of Illinois. Scott's firm offers asset based fees, fixed fees, and financial planning and investment advisory services. The advisor has an active FINRA registration and an active SEC registration.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
06/21/2019 - Present
Charles Schwab & CO., Inc. (Chicago IL)
BOTH
Issued 08/26/2019
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/11/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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