Unclaimed
Scott McCaskill is an active investment advisor representative at Commonwealth Financial Network. Scott has been in the financial industry since 2000 and has a diverse background with experience at a number of firms including Kestra Investment Services, LLC, LPL Financial LLC, Raymond James Financial Services, Inc., and H. Beck, Inc. Scott holds the Series 7, 24, 31, 65, and 66 licenses and is also a Certified Financial Planner. Scott is registered to provide investment advice in Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Missouri, Nevada, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/09/2022 - Present
Commonwealth Financial Network (Frederick MD)
MD
12/09/2011 - 08/09/2022
KESTRA INVESTMENT SERVICES, LLC (FREDERICK MD)
MD
09/06/2011 - 12/01/2011
LPL FINANCIAL LLC (FREDERICK MD)
MD
10/09/2007 - 07/14/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDERICK MD)
MD
05/12/2003 - 10/08/2007
H. BECK, INC. (FREDERICK MD)
MN
06/02/2000 - 06/10/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/02/2000 - 06/10/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/20/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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