Wesley Scott Email & Phone Number
Financial Advisor @ Raymond James
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Wesley Scott Location
- Beverly Hills, CA, US
Wesley Scott Work
- 2011 -now Financial Advisor @
- 2011 -2011 Investment Executive @
- 2010 -2011 Analyst @
Wesley Scott Education
- California Lutheran University
MBA (Financial Planning)
2017-2020 - Canterbury Prep School
High School Diploma
1999-2002
Wesley Scott Skills
- Financial Modeling
- Equities
- Investment Strategies
- Series 7
- Project Management
- Marketing
- Portfolio Management
- Retirement Planning
- Fixed Income
- Alternative Investments
- Mutual Funds
- Leadership
- Wealth Management
- Hedge Funds
- Microsoft Excel
- Investments
- Securities
- Asset Allocation
- Customer Service
- Series 66
- Series 63
- Asset Managment
- Bloomberg
Wesley Scott Summary
- Wesley Scott, based in Beverly Hills, CA, US, is currently a Financial Advisor at Raymond James. Wesley Scott brings experience from previous roles at Wedbush Securities and Morgan Stanley Smith Barney. Wesley Scott holds a 2017 - 2020 MBA in Financial Planning @ California Lutheran University. With a robust skill set that includes Financial Modeling, Equities, Investment Strategies, Series 7, Project Management and more. Wesley Scott has 2 emails and 1 mobile phone numbers on RocketReach.
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