Scott Botkin, financial advisor Winter Park FL

Scott Botkin

CRD Number: 6596369
Current Firm: Charles Schwab & Company, Inc.

Scott Botkin (CRD# 6596369) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Winter Park, FL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Ssb The Village, FL Mar 2024 - Current < 1
Charles Schwab And Company, Inc. The Village, FL Dec 2022 - Current 1
Piezon's Pizzeria Omaha, NE May 2013 - Sep 2023 10
Td Ameritrade Omaha, NE May 2017 - Dec 2022 5
Union Pacific Omaha, NE May 2016 - May 2017 1
Full-time Education Omaha, NE May 2007 - May 2017 10
Renaissance Financial Omaha, NE Jan 2016 - May 2016 < 1
Professional Research Consultants Omaha, NE Sep 2014 - Dec 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2017
S66 NASAA Uniform Combined State Law Examination Oct 2017
Contact Info for Scott M. Botkin
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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