Unclaimed
Scott Danner is an investment advisor representative with Steward Partners Investment Advisory, LLC. Scott has been in the securities industry since 2002. Scott is registered with the state of Louisiana, Texas and Virginia. Scott's firm, Steward Partners Investment Advisory, LLC provides financial planning and investment management services to individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, banking or thrift institutions and state or municipal government entities.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
VA
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (CHESAPEAKE VA)
VA
07/21/2016 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESAPEAKE VA)
VA
09/24/2002 - 07/22/2016
EDWARD JONES (CHESAPEAKE VA)
BOTH
Issued 1/8/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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