Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michalek is a financial advisor with Wescott Financial Advisory Group LLC. Scott has been in the financial services industry since 1989. Scott holds the Series 7 and Series 63 licenses and is a Certified Financial Planner. Scott's experience includes providing financial advice to individuals, corporations and charitable organizations.
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.
Asset allocation, family office solution services
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
PA
03/17/1999 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
NA
01/31/1990 - 09/17/1990
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
06/20/1989 - 02/21/1990
FINANCIAL INVESTMENT ANALYSTS, INC.
BC
Issued 07/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Michalek is the right advisor for you? Invested Better is here to help.
