Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan George is a financial advisor with over 27 years of experience in the financial services industry. Scott is registered with Robert W. Baird & Co. Inc. and has previously worked at M. GRIFFITH INVESTMENT SERVICES, INC. and CADARET, GRANT & CO., INC.. Scott holds the Series 6, 7, 63, and 65 licenses and is a Certified Financial Planner. Scott specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NY
12/17/2018 - Present
Robert W. Baird & Co. Inc. (New Hartford NY)
NY
07/12/2005 - 12/13/2018
M. GRIFFITH INVESTMENT SERVICES, INC. (NEW HARTFORD NY)
NY
11/01/2000 - 07/11/2005
CADARET, GRANT & CO., INC. (SYRACUSE NY)
MA
07/27/1995 - 11/06/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 03/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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