Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn David Scott is a financial advisor with over 30 years of experience in the industry. John David Scott is currently registered with Osaic Wealth, Inc. in New Jersey, Florida, Pennsylvania, and Texas. John David Scott is a Managing Partner with Bala Financial Group, Inc. and is also an Insurance Broker for the firm. John David Scott is also a Board Member of Hope Community Church and a Trustee for Family Trusts.
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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NJ
07/30/2019 - Present
Osaic Wealth, Inc. (MOORESTOWN NJ)
NJ
08/19/1993 - 11/02/2018
SIGNATOR INVESTORS, INC. (Cherry Hill NJ)
MA
08/19/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
OH
08/20/1987 - 08/19/1993
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 12/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/13/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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