Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Timothy Simon is a financial advisor with over 35 years of experience in the industry. Scott is currently registered with U.S. Bancorp Investments, Inc., and holds Series 7 and Series 63 licenses. Scott has previously worked with Fifth Third Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, Mark Twain Brokerage Services, Inc., Hibbard Brown & Co., Inc., and Sherwood Capital, Inc. Scott is a highly experienced advisor who provides a wide range of services to individual and institutional clients. Scott is licensed to provide financial advice in several states, including California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Missouri, Nevada, New York, North Carolina, Ohio, South Carolina, Texas, Virginia, and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
MO
02/07/2025 - Present
U.s. Bancorp Investments, Inc. (Chesterfield MO)
MO
08/15/2008 - 08/23/2013
FIFTH THIRD SECURITIES, INC. (ST. LOUIS MO)
MO
01/05/1998 - 08/21/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ST. PETERS MO)
NJ
04/21/1994 - 01/12/1998
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/06/1989 - 03/31/1994
MARK TWAIN BROKERAGE SERVICES, INC.
NA
07/18/1988 - 02/28/1989
A. G. EDWARDS & SONS, INC.
NA
05/24/1988 - 07/25/1988
HIBBARD BROWN & CO., INC.
NA
04/29/1987 - 06/01/1988
SHERWOOD CAPITAL, INC.
IA
Issued 08/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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