Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Nowak is a financial advisor with over 40 years of experience in the industry. Scott is a registered representative of Grove Point Advisors, LLC and holds a Series 63, Series 24, Series 7, Series 22 and Series 6 license. Scott has been with Grove Point Advisors, LLC since 2021 and previously worked at LPL FINANCIAL CORPORATION, Waterstone Financial Group, Inc., FFP Securities, Inc., Dreher & Associates, Inc., and Equable Securities Corporation. Scott specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Scott provides advisory services to individuals, high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, and 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.
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
MD
04/01/2021 - Present
Grove Point Advisors, LLC (ROCKVILLE MD)
WI
09/08/2009 - 12/31/2009
LPL FINANCIAL CORPORATION (BROOKFIELD WI)
WI
09/10/2002 - 09/08/2009
WATERSTONE FINANCIAL GROUP, INC. (BROOKFIELD WI)
MO
05/01/1991 - 09/12/2002
FFP SECURITIES, INC. (CHESTERFIELD MO)
IL
02/06/1987 - 05/08/1991
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
01/21/1982 - 02/06/1987
EQUABLE SECURITIES CORPORATION
BC
Issued 10/26/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1981
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/22/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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