Wesley Scott

Financial Advisor, MBA, AIF®

Role: Financial Advisor at Raymond James
Location: Beverly Hills, CA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Wesley Scott

In 1962, Bob James set out to build a different kind of financial services firm – one…

Experience

Financial Advisor
Raymond James
Dec 2011 — Present · Beverly Hills, CA, US

Skills

Equities
Alternative Investments
Asset Allocation
Securities
Investments
Mutual Funds
Investment Strategies
Series 66
Hedge Funds
Series 7
Fixed Income
Portfolio Management
Bloomberg
Asset Managment
Retirement Planning
Wealth Management

Contact information

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Work email
w••••••••@raymondjames.com
Personal email
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Direct dial
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Current company

Raymond James

Financial Services · 20K employees · Founded 1962 · St. Petersburg, Florida, United States

Founded in 1962 and a public company since 1983, Raymond James Financial, Inc. is a Florida-based diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management. The firm's stock is traded on the New York Stock Exchange (RJF). Through its three broker/dealer subsidiaries, Raymond James Financial has approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are $1.26 trillion (as of 10/25/2023). Raymond James has been recognized nationally for its community support and corporate philanthropy. The company has been ranked as one of the best in the country in customer service, as a great place to work and as a national leader in support of the arts.

raymondjames.com

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