Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McAdam has been in the financial services industry since April 1983. Scott is currently registered with PFS Investments Inc. Scott has Series 6, 26 and 63 licenses and has passed the SIE exam. Scott is also registered in Iowa, Minnesota and Missouri. Scott provides portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
04/06/1983 - Present
PFS Investments Inc. (CLIVE IA)
BC
Issued 04/05/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/1987
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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