Unclaimed
Scott Beaudin is a financial advisor with Pathway Financial Advisors, LLC. Scott has been in the industry since 2002 and is registered with the state of Vermont. He is a Certified Financial Planner and a Personal Financial Specialist. Scott provides financial planning and portfolio management services to individuals and businesses. Scott specializes in the areas of retirement planning, investment management, and insurance planning. The firm has offices in South Burlington, VT and Atlanta, GA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services on matters not involving securities
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.
1
2
VT
09/26/2003 - Present
Pathway Financial Advisors, LLC (SOUTH BURLINGTON VT)
IA
Issued 08/01/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Scott Beaudin is the right advisor for you? Invested Better is here to help.