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Scott M

Series 63, Series 65

Excelsior, MN

UBS Financial Services

Scott Musgjerd is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and has 28 years of industry experience. He has been with UBS Financial Services Inc. since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of services including financial planning, portfolio management, and capital markets activities.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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