Scott Geer (CRD# 2856896) is an Investment Advisor Representative working at Mml Investors Services, LLC in Norwood, NC and has over 26 years of experience in the finance industry.
CRD# 2108700
Avantax Advisory Services
CRD# 5704772
Uwharrie Investment Advisors, Inc.
CRD# 3232556
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Norwood, NC | Mar 2017 - Current | 7 |
| Massmutual Life Insurance Co | Norwood, NC | Jul 2016 - Current | 7 |
| Metlife Securities Inc. | Fairfield, NJ | Jan 2015 - Mar 2017 | 2 |
| New England Securities | Fairfirld, NJ | Feb 1997 - Jan 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
- NJ
- NC
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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