Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Patten is a Registered Investment Advisor with Northeast Financial and has been in the industry since January 1992. Scott has experience working with both high-net-worth individuals and other individuals. Northeast Financial provides financial planning, selection of other advisors, and portfolio management services for individuals.
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.
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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CT
05/02/2018 - Present
Northeast Financial (WESTPORT CT)
OH
11/29/1993 - 12/31/1995
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
MN
01/13/1992 - 12/31/1992
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 09/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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