Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scot? Claim Your ProfileScot Whiskeyman is a financial advisor with Providers & Families Wealth Management. Scot has been in the financial industry for more than a decade, and has a strong track record of helping clients achieve their financial goals. He holds both Series 6 and Series 7 securities licenses, as well as a Series 63, and the Uniform Investment Adviser Law Examination (Series 65). Scot is a Certified Financial Planner. Scot focuses on providing financial planning and portfolio management services to individuals and families. He also offers insurance brokerage services through his business, Providers & Families Wealth Management.
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.
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
PA
05/17/2022 - Present
Providers & Families Wealth Management (CARLISLE PA)
PA
02/06/2017 - 04/29/2022
HORNOR, TOWNSEND & KENT, LLC (LANCASTER PA)
PA
01/15/2016 - 02/06/2017
MSI FINANCIAL SERVICES, INC. (CAMP HILL PA)
PA
02/03/2015 - 06/22/2015
PROEQUITIES, INC. (LEMOYNE PA)
PA
05/25/2011 - 02/04/2015
METLIFE SECURITIES INC. (CAMP HILL PA)
IA
Issued 10/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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