Unclaimed
Scott Andrew Kamin is a registered investment advisor representative with Vanguard Advisers, Inc. He is licensed in Pennsylvania and Texas. Scott has over 20 years of experience in the financial services industry, with a focus on investment advice and portfolio management. He has passed the Series 6, 7, 24, 63 and 65 examinations. Scott has a broad range of experience, including working with individual investors, high-net-worth individuals, corporations, and charitable organizations. His expertise includes financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Scott 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.
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
10/21/2016 - Present
Vanguard Advisers, Inc. (MALVERN PA)
IA
Issued 10/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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