Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Fluet is an investment advisor representative currently registered with Osaic Wealth, Inc. with office locations in Glastonbury, CT and Waterford, CT. Scott Fluet has been in the financial industry since 1992, and has previously been employed by Securities America, Inc., LPL Financial LLC, National Planning Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Veravest Investments, Inc. Scott Fluet has passed the Series 6, Series 7, Series 63 and Series 65 exams. Scott Fluet provides financial planning, portfolio management for individuals, and portfolio management for 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.
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.
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2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (GLASTONBURY CT)
CT
12/21/2018 - 06/14/2024
SECURITIES AMERICA, INC. (GLASTONBURY CT)
CT
11/29/2017 - 12/26/2018
LPL FINANCIAL LLC (GLASTONBURY CT)
CT
09/04/2012 - 11/29/2017
NATIONAL PLANNING CORPORATION (GLASTONBURY CT)
CT
12/04/2003 - 08/24/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (GLASTONBURY CT)
IN
12/04/2003 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
11/11/1992 - 12/19/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 03/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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