Scott D. Boysen
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Scott Dale Boysen was a registered financial professional .
Scott is a previously registered financial professional and started their career in finance in 2005. Scott had worked at 4 firms and has passed the Series 66, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 17, 2012 - December 15, 2014
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
November 3, 2008 - December 31, 2010
JOHN M. HARVEY INVESTMENT ADVISORS, INC.
April 2, 2007 - September 11, 2008
MORGAN STANLEY & CO. LLC
April 2, 2007 - September 11, 2008
MORGAN STANLEY & CO. LLC
March 15, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
February 24, 2005 - April 2, 2007
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC
CRD#: 162143 / SEC#: 801-76773
Contact information
Red Flags
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