Scott Beckman

Independent Branch Leader and Financial Consultant

+1 603-276-4405

Financial credentials

  • Series 6, 7, 10, 63, 65 Securities Licenses

Experience

21 years of professional experience

  • Independent Branch Leader and Financial Consultant, Charles Schwab, 2023-present
  • Financial Advisor, Edward Jones, 2020-2023
  • Portfolio Manager, Taylor Cottrill Erickson and Associates, 2019-2020
  • Managing Regional Director, Natixis Investment Managers, 2007-2018
  • Regional Director, Putnam Investments, 2000-2007

Education

  • BS, Environmental Science, University of Vermont

Personal interests and affiliations

  • Mount Sunapee Ski Club Board of Directors
  • Mount Sunapee Race Development Program, Coach
  • Lake Sunapee Yacht Club, Board of Directors

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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