Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Trevethan is a financial advisor at Janney Montgomery Scott LLC, a firm that manages over $85 billion in assets. Scott is a registered representative with FINRA and a licensed investment advisor representative in Connecticut. He has over 25 years of experience in the financial services industry. Scott is committed to providing personalized financial advice to individuals, families, and businesses. He specializes in helping clients develop a comprehensive financial plan to meet their long-term goals. Scott is also a skilled tennis instructor, pickleball player, and team owner. His experience in both finance and athletics gives him a unique perspective on the importance of goal setting, discipline, and perseverance.
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.
Fee plus commission
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2
CT
11/10/2024 - Present
Janney Montgomery Scott LLC (Westbrook CT)
CT
11/19/2009 - 03/28/2019
WELLS FARGO CLEARING SERVICES, LLC (GLASTONBURY CT)
CT
05/03/2007 - 07/29/2009
MML INVESTORS SERVICES, INC. (FARMINGTON CT)
CT
01/03/2007 - 04/11/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EAST HARTFORD CT)
CT
04/21/2006 - 07/25/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN CT)
CT
12/12/1994 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
IA
Issued 12/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/15/1997
Series 4 - Registered Options Principal Examination
BC
Issued 04/10/1996
Series 24 - General Securities Principal Examination
BC
Issued 11/20/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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