Unclaimed
G Scott Diddel is an active investment advisor registered in 8 states. G Scott Diddel has been in the securities industry since September 26, 1989. G Scott Diddel is currently registered with Osaic Wealth, Inc., a firm with over 39,000 clients and over $94 billion in assets under management. G Scott Diddel has experience in providing financial planning services to individuals, businesses and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
10/11/2024 - Present
Osaic Wealth, Inc. (Stamford CT)
CT
05/01/2015 - 12/31/2018
QUESTAR CAPITAL CORPORATION (STAMFORD CT)
CT
03/11/2003 - 05/04/2015
PARKLAND SECURITIES, LLC (STAMFORD CT)
CT
10/22/1996 - 03/13/2003
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
06/09/1992 - 11/07/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
10/20/1988 - 07/31/1991
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 05/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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