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 a financial professional with over 30 years of experience in the industry. He is currently registered with Eagle Strategies LLC, a firm with over 95,000 clients and 20 trillion dollars in assets under management. Scott is also registered as an Investment Advisor Representative (IAR) in Massachusetts. Scott has experience in various financial services areas including portfolio management for individuals, financial planning, and pension consulting. Scott has worked with a number of other firms throughout their career including PRUCO SECURITIES, LLC., NYLIFE SECURITIES INC., MML INVESTORS SERVICES, INC., and G. R. PHELPS & CO., INC. Scott's areas of expertise include investing in high-net-worth individuals, insurance companies, corporations, 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.
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
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 4/22/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/2/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/16/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/27/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/1997
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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