Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Poulin is an Investment Advisor Representative at Calamos Wealth Management LLC. Scott is registered with the state of Illinois and Florida, and holds a Series 65 license. Scott has been in the industry since February 2010. He has experience working at WESCOTT FINANCIAL ADVISORY GROUP LLC in Miami, Florida before joining Calamos Wealth Management LLC in Naperville, Illinois in July 2015. Scott specializes in providing financial planning, asset allocation services, pension consulting, and selection of other advisors to individuals, charitable organizations, and pension and profit sharing plans.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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IL
07/28/2015 - Present
Calamos Wealth Management LLC (NAPERVILLE IL)
IA
Issued 06/25/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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