Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Evan Swartz is a financial advisor with Equitable Advisors, LLC, with offices in FALLS CHURCH, VA and OXNARD, CA. Scott has been in the financial industry since 2017 and has a Series 7TO and SIE license. Scott is registered to offer securities in CA and VA. Scott offers a wide range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals 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.
A percentage of the total value of assets under management is charged.
1
2
VA
01/07/2025 - Present
Equitable Advisors, LLC (FALLS CHURCH VA)
BC
Issued 08/21/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Scott Swartz is the right advisor for you? Invested Better is here to help.
