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 Nagorka is a financial advisor with over 26 years of experience in the industry. Scott currently works at Raymond James Financial Services Advisors, Inc, where he has been with the company since November 2022. Prior to that, Scott worked for UBS Financial Services Inc. and LPL Financial LLC, among others. Scott is registered with the state of Florida as a Broker-Dealer and Investment Advisor. His certifications include Series 4, 6, 7, 9, 10, 24, 52TO, 53, 63, 65, 99TO, and SIE exams.
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
FL
12/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
NJ
11/20/2017 - 11/21/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
SC
04/19/2013 - 10/23/2017
LPL FINANCIAL LLC (FORT MILL SC)
FL
01/02/2013 - 04/17/2013
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
FL
03/26/2010 - 07/19/2012
JHS CAPITAL ADVISORS, LLC (TAMPA FL)
FL
08/11/2008 - 11/13/2009
COLONIAL BROKERAGE, INC. (TAMPA FL)
FL
10/05/2004 - 06/13/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
01/30/1997 - 09/30/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
CA
10/25/1996 - 01/17/1997
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
MD
02/03/1995 - 08/15/1996
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 10/4/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/23/2005
Series 4 - Registered Options Principal Examination
BC
Issued 3/7/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 4/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2013
Series 3 - National Commodity Futures Examination
BC
Issued 3/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 2/2/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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