Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robinson is an investment advisor representative with Commonwealth Financial Network. Scott has been in the financial services industry since February 27, 1987. Scott is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 66 licenses. Scott provides a variety of financial planning and investment advisory services to individuals, families, and 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
04/21/2004 - Present
Commonwealth Financial Network (ANNAPOLIS MD)
OR
04/13/1995 - 01/01/1996
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NA
05/26/1992 - 09/20/1994
CITIZENS BROKERAGE SERVICES, INC.
MD
08/07/1990 - 05/13/1992
CHEVY CHASE SECURITIES, INC. (BETHESDA MD)
MD
08/05/1987 - 08/03/1990
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
07/23/1986 - 08/03/1987
PW SECURITIES, INC.
BOTH
Issued 04/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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