Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McBride is a financial advisor with over 15 years of experience in the financial services industry. Scott is registered with LPL Financial LLC in Buffalo, NY. Prior to joining LPL Financial LLC, Scott worked for M&T Securities, Inc. and HSBC Securities (USA) Inc. Scott holds Series 6, 7, 63, and 65 licenses. He provides financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, families, businesses, and retirement plans. Scott's goal is to help clients 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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
06/09/2021 - Present
LPL Financial LLC (BUFFALO NY)
NY
01/29/2016 - 06/09/2021
M&T SECURITIES, INC. (CHEEKTOWAGA NY)
NY
02/20/2014 - 12/11/2015
LPL FINANCIAL LLC (ORCHARD PARK NY)
NY
02/01/2008 - 10/17/2013
HSBC SECURITIES (USA) INC. (DEPEW NY)
IA
Issued 04/21/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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