Unclaimed
Scott Hagemann is a financial advisor with Wells Fargo Clearing Services, LLC, specializing in a range of investment services. Scott holds several licenses and designations, including Series 3, 7, 9, 10, 24, 63, and 65. He is also a Registered Representative and licensed to provide securities-related advice in Missouri. Prior to joining Wells Fargo Clearing Services, Scott worked with Edward Jones and Prudential Securities Incorporated. Scott's industry experience dates back to 1995, and he has served a diverse client base including high-net-worth individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
MO
04/02/2008 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
08/28/2002 - 03/18/2008
EDWARD JONES (ST LOUIS MO)
NY
08/23/1995 - 08/19/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/18/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/12/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2010
Series 3 - National Commodity Futures Examination
BC
Issued 08/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Hagemann is the right advisor for you? Invested Better is here to help.