2016 -
2019 President @ Fortress Wealth Management / Raymond James
2011 -
2019 Associate Vice President, Investments @ Fortress Wealth Management of Raymond James
2007 -
2011 Associate Vice President @ Morgan Keegan
2004 -
2006 Financial Advisor @
Scott Nickerson Education
State College of Florida-Manatee-Sarasota 1994
-
1996
The College for Financial Planning
(Asset Management, Retirement Planning)
National Association of Plan Advisors
Certified Plan Fiduciary Advisor (Asset Management, Retirement Planning)
College for Financial Planning
AAMS
College for Financial Planning
CRPC
Scott Nickerson Skills
Investments
Wealth Management
Retirement Planning
Retirement
Strategic Financial Planning
Finance
Financial Advisory
Financial Services
Insurance
Series 7
Investment Advisory
Asset Based Lending
Public Speaking
Mutual Funds
Asset Allocation
Series 63
Portfolio Management
Securities
Investment Strategies
401k Rollovers
IRAs
Cash Management
Alternative Investments
401k
Estate Planning
Strategic Financial
Scott Nickerson Summary
Scott Nickerson, based in Oviedo, FL, US, is currently a President at Gulfstream Financial. Scott Nickerson brings experience from previous roles at Fortress Wealth Management / Raymond James, Fortress Wealth Management of Raymond James, Morgan Keegan and UBS Wealth Management. Scott Nickerson holds a 1994 - 1996 State College of Florida-Manatee-Sarasota. With a robust skill set that includes Investments, Wealth Management, Retirement Planning, Retirement, Strategic Financial Planning and more.
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