Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Rupp is an investment advisor representative at Raymond James Financial Services Advisors, Inc. with over 25 years of experience in the industry. Scott has a wide range of experience in the financial services industry and has been registered as a broker since 1997. Scott has Series 7, 63, and 65 licenses, along with the Securities Industry Essentials exam. Scott has experience working with individuals, corporations, and retirement plans. Scott also provides financial planning, pension consulting, and educational seminars. Scott is dedicated to helping clients reach their financial goals.
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
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PETTISVILLE OH)
GA
04/21/1997 - 05/16/1997
WMA SECURITIES, INC. (DULUTH GA)
MA
04/21/1997 - 05/07/1997
LONG GROVE TRADING CO. (BOSTON MA)
IA
Issued 06/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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