Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lermack is a registered investment advisor representative at Pine Valley Investments, which is based in Marlton, New Jersey. Scott has been in the industry since 2003, working at various firms, including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, SCOTTRADE, INC., TD AMERITRADE, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Scott holds the Series 7, Series 66, and Series 24 licenses and the SIE exam. He is also registered to provide investment advice in New Jersey. Scott focuses on providing financial planning and portfolio management services to individuals, businesses, and pooled investment vehicles. Scott specializes in helping clients with retirement planning, college savings, and investment management. He is committed to providing his clients with personalized advice and helping 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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/31/2022 - Present
Pine Valley Investments (MARLTON NJ)
PA
08/14/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PHILADELPHIA PA)
PA
01/21/2010 - 08/08/2014
SCOTTRADE, INC. (PHILADELPHIA PA)
NJ
03/31/2006 - 12/24/2009
TD AMERITRADE, INC. (MARLTON NJ)
MN
08/28/2003 - 03/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/28/2003 - 03/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/03/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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