Unclaimed
Scott Cantwell is an investment advisor representative at MML Investors Services, LLC with over 10 years of experience in the industry. Scott is also a registered investment advisor. Scott specializes in working with individuals, corporations, and other businesses, trusts, and foundations. Scott provides financial planning, portfolio management, and asset allocation services. Scott is also licensed in Florida, Nevada, New Jersey, and Pennsylvania. Scott has a Series 6, Series 7, Series 63, and Series 65 license. Scott is also active in the community, working with 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/24/2014 - Present
MML Investors Services, LLC (HORSHAM PA)
NJ
09/14/2010 - 06/24/2013
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
01/11/2008 - 03/23/2010
NFP SECURITIES, INC. (HORSHAM PA)
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/09/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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