Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Damsky is an investment advisor representative with Eagle Strategies LLC. Scott has been in the financial services industry since November 13, 1991. Scott has experience in both broker-dealer and investment advisor capacities. Scott is registered with the following states: Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island and Vermont. Scott is also registered with the Securities and Exchange Commission as an Investment Advisor Representative. Scott holds Series 6, 7, 26, 51, and 63 licenses. Scott is a Chartered Financial Consultant. Scott is a President of the Temple Emunah Brotherhood, which is a group within Temple Emunah of men that meet socially and provide material and financial support to the temple. Scott is a member of FINRA. Scott provides financial planning, pension consulting, educational seminars, and portfolio management for individuals.
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.
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
MA
08/14/2015 - Present
Eagle Strategies LLC (WALTHAM MA)
MA
09/12/1996 - 04/27/2009
PRUCO SECURITIES, LLC. (WAKEFIELD MA)
NY
05/29/1996 - 08/15/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
03/01/1996 - 05/02/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
12/14/1989 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 04/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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