Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scranton is a financial advisor with over 30 years of experience in the industry. David is registered as an investment advisor representative in Connecticut and Florida and offers a range of services, including financial planning, portfolio management for individuals and investment companies, and educational seminars. David has a strong focus on retirement planning and income generation strategies. David Scranton is affiliated with Sound Income Strategies, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
12/05/2014 - Present
Sound Income Strategies, LLC (WESTBROOK CT)
CT
11/14/2006 - 11/03/2011
BROKER DEALER FINANCIAL SERVICES CORP. (WESTBROOK CT)
CT
11/22/2002 - 07/21/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (WESTBROOK CT)
IN
11/22/2002 - 06/22/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/03/1999 - 09/26/2002
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/21/1989 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
02/25/1988 - 11/15/1988
SENTRA SECURITIES CORPORATION
NA
08/20/1987 - 02/04/1988
NYLIFE SECURITIES INC.
IA
Issued 10/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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