Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott William Coffee is a financial advisor who has been in the industry since 1989. Scott is currently registered with Stifel, Nicolaus & Company, Inc. in Denver, Colorado. Scott is a Certified Financial Planner (CFP). Scott has been with Stifel, Nicolaus & Company, Inc. since 2009. Previously, Scott was with Wachovia Securities, LLC from 2008 to 2009 and A. G. Edwards & Sons, Inc. from 1989 to 2008.
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.
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.
1
2
CO
05/08/2009 - Present
Stifel, Nicolaus & Company, Inc. (DENVER CO)
CO
01/01/2008 - 05/08/2009
WACHOVIA SECURITIES, LLC (GREENWOOD VILLAGE CO)
CO
07/18/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GREENWOOD VILLAGE CO)
BC
Issued 07/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2015
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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