Scott Offerman
Professional summary
Scott Offerman, who also goes by Scott Offerman, Scott David Offerman, is a registered financial professional currently at 1031 SECURITIES INC. located in New York, New York.
Scott is registered as a RR (Registered Representative) and started their career in finance in 2003. Scott has worked at 8 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Scott Offerman's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2024 - Present
1031 SECURITIES INC.
December 19, 2023 - March 20, 2024
GREAT POINT CAPITAL LLC
August 26, 2020 - December 21, 2023
TCFG WEALTH MANAGEMENT, LLC
January 18, 2019 - July 21, 2020
NEXTREND SECURITIES, INC.
June 9, 2017 - January 16, 2019
SANDLAPPER SECURITIES, LLC
January 7, 2013 - April 12, 2017
CONCORDE INVESTMENT SERVICES, LLC
September 7, 2005 - May 9, 2011
PARK AVENUE SECURITIES LLC
August 11, 2003 - August 27, 2005
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/2/2024)
(3/20/2024)
(4/1/2024)
(4/3/2025)
(4/4/2024)
(4/22/2024)
(5/29/2024)
(8/12/2024)
(4/26/2024)
(4/2/2024)
(3/20/2024)
(3/29/2024)
(9/13/2024)
(6/18/2025)
(8/19/2024)
Exams
FINRA
Current Firm
1031 SECURITIES INC.
CRD#: 326590 / SEC#: , 8-71095
Contact information
FINRA licenses (27 States and Territories)
Red Flags
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