Unclaimed
Scott Budriss is a financial advisor with Equitable Advisors, LLC. Scott has been in the financial industry since January 2014. He is registered to provide investment advice in 28 states and is also a Registered Representative. He is a member of the Human Rights Campaign and holds Series 63, 65, 7 and SIE licenses.
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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2
PA
02/19/2021 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
IA
Issued 09/25/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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