Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Edward Wilkinson is a financial advisor who has been in the industry since 2008 and is currently registered with Commonwealth Financial Network. Scott is licensed in Massachusetts as an Investment Advisor Representative. Scott has a strong background in the securities industry, holding various licenses, including Series 7, 24, 31, 53 and 66. Scott has extensive experience in providing financial planning, portfolio management and pension consulting services to individuals, families and businesses. Scott has been with Commonwealth Financial Network since August 1999.
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
MA
03/14/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
BOTH
Issued 10/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/14/2010
Series 4 - Registered Options Principal Examination
BC
Issued 04/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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