Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McQuillen is a financial advisor with USI Securities, Inc. He has been working in the financial industry since 2018. Scott holds the Series 63, Series 65, Series 6TO, and SIE licenses. Scott specializes in financial planning, portfolio management, and retirement planning. He is registered in Minnesota. Scott is a registered representative of USI Securities, Inc. and an investment advisor representative of USI Consulting Group.
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.
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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.
Bundled consulting and advisory fees
1
2
CT
03/15/2023 - Present
USI Securities, Inc. (GLASTONBURY CT)
BC
Issued 10/13/2023
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/19/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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