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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Darren Fessler is an Investment Advisor Representative at Woodstock Wealth Management, Inc. Scott has been in the financial services industry since 1996, having held previous roles at several firms including St Bernard Financial Services, Inc., Woodstock Financial Group, Inc. and National Securities Corporation. Scott holds a Series 7, Series 63, Series 24, Series 4 and SIE license. Scott is also a Certified Financial Planner. Scott specializes in financial planning, portfolio management, and selection of other advisors for businesses and individuals. Scott has experience with working with high-net-worth individuals, corporations, and other businesses.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
12/09/2019 - Present
Woodstock Wealth Management, Inc. (East Rocaway NY)
AR
06/04/2020 - 12/31/2021
ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)
NY
05/25/2001 - 12/12/2019
WOODSTOCK FINANCIAL GROUP, INC. (HEWLETT NY)
FL
12/20/1999 - 05/29/2001
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
PA
08/24/1999 - 12/20/1999
FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)
NY
10/08/1997 - 08/17/1999
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
NY
04/02/1996 - 12/18/1997
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
02/16/1996 - 04/10/1996
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 04/15/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/29/2002
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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