Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Milam is a financial advisor with over 13 years of experience in the industry. Scott is a registered representative with Raymond James Financial Services Advisors, Inc., and is licensed in 12 states. Scott specializes in providing financial planning and investment advice to individuals, families, and businesses. Scott is committed to providing his clients with personalized service and a comprehensive approach to financial planning. Scott has previously held positions at Key Investment Services LLC, The Huntington Investment Company, HSBC Securities (USA) Inc., and Wells Fargo Investments, LLC.
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
WA
09/10/2020 - Present
Raymond James Financial Services Advisors, Inc. (Issaquah WA)
WA
11/20/2012 - 09/24/2020
KEY INVESTMENT SERVICES LLC (MAPLE VALLEY WA)
MI
07/06/2011 - 09/04/2012
THE HUNTINGTON INVESTMENT COMPANY (MUSKEGON MI)
WA
11/15/2010 - 03/04/2011
HSBC SECURITIES (USA) INC. (MERCER ISLAND WA)
WA
12/10/2008 - 11/09/2010
WELLS FARGO INVESTMENTS, LLC (ISSAQUAH WA)
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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