Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Everett Wilson is a financial advisor with Armstrong Advisory Group Inc. located in Needham, MA. Scott has been in the industry since 2005. Scott is a Registered Investment Advisor (RIA) and holds the Series 7, Series 10, Series 24, Series 51, and Series 66 licenses. Scott specializes in providing financial planning and portfolio management services to high-net-worth individuals, corporations, and charitable organizations. Scott has extensive experience in the financial services industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MA
08/05/2022 - Present
Armstrong Advisory Group Inc. (NEEDHAM MA)
MA
03/29/2018 - 06/01/2022
SECURITIES AMERICA, INC. (NEEDHAM MA)
MA
09/09/2013 - 03/05/2018
MORGAN STANLEY (BOSTON MA)
ME
12/22/2011 - 05/15/2013
LPL FINANCIAL LLC (YARMOUTH ME)
ME
07/27/2005 - 12/23/2011
AMERIPRISE FINANCIAL SERVICES, INC. (YARMOUTH ME)
MN
07/27/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/02/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/23/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/03/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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