Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sinek is a financial advisor who has been in the industry since 1998. Scott is registered with MML Investors Services, LLC and has been with the firm since 2003. Scott has a diverse background in the financial services industry, having also been employed by Trusted Securities Advisors Corp. and MONY Securities Corporation. Scott is a licensed investment advisor and holds a Series 6, Series 7, Series 24, and Series 63. Scott specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and high-net-worth clients. Scott also provides financial advice to trusts, foundations, endowments, insurance companies, charitable organizations, and pension and profit-sharing plans. Scott is committed to providing his clients with personalized financial advice that meets their specific needs.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CA
03/13/2023 - Present
MML Investors Services, LLC (San Juan Capistrano CA)
NY
11/09/2001 - 05/28/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
NY
01/23/1998 - 05/23/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 01/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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