Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lopresti is a financial advisor with over 17 years of experience in the industry. Scott has a strong background in providing investment advisory services. Scott currently works for Kestra Advisory Services, LLC and is registered as a Registered Representative in New York and as an Investment Advisor Representative in New York. Scott previously worked for Lincoln Financial Advisors Corporation, LPL Financial LLC, Ameritas Investment Corp., MetLife Securities Inc., and Hornor, Townsend & Kent, Inc. Scott has a wide range of experience in various areas of financial planning.
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.
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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NY
04/03/2024 - Present
Kestra Advisory Services, LLC (Ossining NY)
NY
09/15/2022 - 04/03/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (OSSINING NY)
NY
07/17/2017 - 09/23/2022
LPL FINANCIAL LLC (CROTON ON HUDSON NY)
NY
05/06/2009 - 08/08/2017
AMERITAS INVESTMENT CORP. (MELVILLE NY)
NY
07/16/2007 - 05/15/2009
METLIFE SECURITIES INC. (GARDEN CITY NY)
NY
05/29/2006 - 07/06/2007
HORNOR, TOWNSEND & KENT, INC. (PEEKSKILL NY)
BC
Issued 06/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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