Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Glenn Smith is an investment advisor representative at Psi Capital Management in Lancaster, PA. Scott has been in the industry since 1991 and has a strong track record of success. Scott is registered with the state of Pennsylvania and Florida. Scott specializes in providing financial planning, portfolio management and pension consulting services.
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.
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.
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PA
01/02/2002 - Present
PSI Capital Management (LANCASTER PA)
PA
01/03/2007 - 08/01/2011
SECURITIES SERVICE NETWORK, INC. (LANCASTER PA)
PA
10/23/2001 - 12/31/2006
INVESTACORP, INC. (MOUNT JOY PA)
MO
10/13/2000 - 10/24/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
05/03/1999 - 10/12/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
11/21/1996 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
GA
06/07/1995 - 11/25/1996
WMA SECURITIES, INC. (DULUTH GA)
NY
07/30/1993 - 01/19/1995
MONY SECURITIES CORP. (NEW YORK NY)
NJ
02/08/1991 - 05/27/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
02/08/1991 - 05/27/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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