Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Lynn Scott is an investment advisor representative at D.a. Davidson & Co. with over 38 years of experience in the financial services industry. Scott has been registered with the state of Washington since 2002 and is also registered with the state of Texas. Scott holds Series 6, 7, 63, and 65 licenses and the SIE. Scott has previously worked at U.S. BANCORP PIPER JAFFRAY INC., CORTES & SANTILLIE, INC., IDS MARKETING CORPORATION, and IDS FINANCIAL SERVICES INC. Scott specializes in providing financial planning, portfolio management, and other advisory services for individuals, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
07/15/2002 - Present
D.a. Davidson & Co. (KENNEWICK WA)
MN
07/07/1986 - 07/18/2002
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NA
01/14/1986 - 06/23/1986
CORTES & SANTILLIE, INC.
NA
11/01/1984 - 01/15/1986
IDS MARKETING CORPORATION
NA
11/01/1984 - 01/14/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 01/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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