Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Moulton is a financial advisor with over 20 years of experience in the industry. Scott currently works at Hightower Advisors, LLC and is registered in Connecticut and New York. Scott also has previous experience at Equitable Advisors, LLC and MONY Securities Corporation. Scott's areas of specialization include retirement planning, investment management, and financial planning. Scott offers a wide range of services including financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
01/04/2024 - Present
Hightower Advisors, LLC (Milford CT)
CT
08/02/2004 - 01/04/2024
EQUITABLE ADVISORS, LLC (MILFORD CT)
NY
09/20/2000 - 08/16/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 07/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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