Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bradley Swinchock is a financial advisor registered with LPL Financial LLC. Scott has been in the industry since June 15, 2010, and has experience with various firms such as Waddell & Reed and Edward Jones. Scott holds licenses for Series 66, Series 24, and Series 7 exams. Scott is also registered in numerous states, including Pennsylvania, Texas, and others. Scott's firm is 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
05/29/2020 - Present
LPL Financial LLC (CANNONSBURG PA)
PA
01/03/2013 - 06/09/2020
WADDELL & REED (CHARLEROI PA)
PA
06/15/2010 - 01/09/2013
EDWARD JONES (MC MURRAY PA)
BOTH
Issued 08/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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