Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott D. Pritchard is an investment advisor representative and financial advisor with Osaic Institutions, Inc. Scott's primary office is located in Connellsville, Pennsylvania. Scott has been in the financial services industry since 2020. Scott has Series 63, 65, and 7 licenses, as well as the SIE exam. Scott works with clients in the areas of financial planning, portfolio management, and pension consulting. Scott also provides educational seminars to clients. Scott provides financial advice to individuals, corporations, and charitable organizations. Scott is registered with the state of Pennsylvania and is a member of FINRA.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
01/21/2025 - Present
Osaic Institutions, Inc. (Connellsville PA)
PA
04/29/2022 - 09/12/2023
CETERA INVESTMENT SERVICES LLC (MONROEVILLE PA)
PA
08/09/2021 - 04/29/2022
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
05/16/2020 - 11/18/2020
MML INVESTORS SERVICES, LLC (PITTSBURGH PA)
IA
Issued 10/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/10/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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