Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Morrow is a financial professional with over two decades of experience in the industry. Scott is a Certified Financial Planner and holds Series 6, 7 and 63 licenses as well as the SIE exam. Scott is currently registered with LPL Financial LLC and has previously worked with Wachovia Securities, LLC, Allstate Financial Services, LLC and First Investors Corporation. Scott has experience working with high-net-worth individuals, corporations, and other businesses. He is also registered to offer investment advisory services in several states.
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (NEWBURGH NY)
NY
05/10/2006 - 04/27/2007
WACHOVIA SECURITIES, LLC (NEW PALTZ NY)
NY
09/30/2004 - 03/03/2006
ALLSTATE FINANCIAL SERVICES, LLC (FISHKILL NY)
NJ
06/28/1999 - 10/24/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 06/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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