Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Thomas Jones is a financial advisor at Raymond James Financial Services Advisors, Inc. in Westlake, Ohio. Scott has been working in the financial services industry since 2008 and has a Series 6, Series 7, and Series 63 license. Scott is also a Certified Financial Planner. He is currently registered as a Registered Representative and Investment Advisor Representative in Ohio. Scott specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, and pension plans. He is also a Registered Representative of Raymond James & Associates, Inc. which is a registered broker-dealer and member of FINRA and SIPC. Scott is experienced in providing financial planning, portfolio management, and 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
07/08/2013 - Present
Raymond James Financial Services Advisors, Inc. (Westlake OH)
OH
12/07/2011 - 07/05/2013
RAYMOND JAMES & ASSOCIATES, INC. (WESTLAKE OH)
OH
11/30/2010 - 12/09/2011
LPL FINANCIAL LLC (CLEVELAND OH)
OH
07/07/2008 - 11/30/2010
NRP FINANCIAL, INC. (CLEVELAND OH)
NC
03/12/2008 - 06/13/2008
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 03/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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