Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mulford is a financial advisor at Raymond James Financial Services Advisors, Inc. Scott has been in the industry for 6 years and has experience at both Raymond James Financial Services Advisors, Inc. and Wells Fargo Advisors Financial Network, LLC. Scott holds the Series 7, 66, and 24 licenses, as well as registrations in 26 states. Scott focuses on individual and business portfolio management, financial planning, pension consulting, and hourly & fixed rate consultations.
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
NY
07/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Massapequa Park NY)
NY
05/22/2017 - 07/25/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MASSAPEQUA PARK NY)
BOTH
Issued 09/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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