Unclaimed
Scott Favalon is a financial professional with over 20 years of experience in the industry. Scott is currently registered with PFS Investments Inc. in New Philadelphia, Ohio. Scott has a strong track record of providing personalized financial advice and investment management services to individuals, families, and businesses. Scott is dedicated to helping clients achieve their financial goals. Scott has held previous positions at CADARET, GRANT & CO., INC., AIG EQUITY SALES CORP., and AAL CAPITAL MANAGEMENT CORPORATION. Scott holds a Series 6, Series 63, and SIE license.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/03/2002 - Present
PFS Investments Inc. (NEW PHILADELPHIA OH)
NY
01/02/1998 - 02/05/1998
CADARET, GRANT & CO., INC. (SYRACUSE NY)
NY
04/29/1997 - 01/02/1998
AIG EQUITY SALES CORP. (NEW YORK NY)
MN
05/15/1996 - 03/04/1997
AAL CAPITAL MANAGEMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 06/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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