Unclaimed
Scott Alan Grossett is an investment advisor representative at Next Financial Group, Inc. with over 30 years of experience in the financial services industry. Scott is registered with the state of Pennsylvania to provide both investment advisory services and securities brokerage services. Scott has a strong background in investment planning and portfolio management for individuals, corporations, and retirement plans. He is also an insurance agent with experience in life, health, long-term care, and fixed annuities. Scott is dedicated to providing his clients with personalized financial solutions to help them achieve their financial goals.
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.
Seminar/workshop attendance fees
1
2
PA
08/03/2012 - Present
Next Financial Group, Inc. (MURRYSVILLE PA)
PA
11/29/2007 - 08/09/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (PITTSBURGH PA)
PA
02/01/1989 - 11/21/2007
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
NJ
02/01/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
02/04/1985 - 01/24/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/04/1985 - 01/24/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 04/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Grossett is the right advisor for you? Invested Better is here to help.