Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Peelen is a financial advisor with over 30 years of experience in the financial services industry. Scott is currently registered with Valmark Advisers, Inc. and has a broad range of experience working with a variety of clients, including high-net-worth individuals, families, trusts, and retirement plans. Scott specializes in providing financial planning, investment management, and retirement planning services. Scott has held previous roles with IFP Securities, LLC and LPL Financial LLC.
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.
Strategic management for diversified investment portfolios.
Consulting
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
FL
02/02/2024 - Present
Valmark Advisers, Inc. (Winter Park FL)
FL
06/04/2019 - 02/21/2024
IFP SECURITIES, LLC (WINTER PARK FL)
FL
06/18/2004 - 05/23/2019
LPL FINANCIAL LLC (WINTER PARK FL)
CT
08/18/1992 - 06/18/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
08/18/1992 - 10/19/1992
HOME LIFE INSURANCE COMPANY
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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