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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gregory Stevens is an investment advisor representative with Medallion Wealth Advisors, LLC. Scott has been in the financial services industry since 1992 and is registered with the state of Connecticut, Massachusetts, New Jersey, and Pennsylvania. Scott has a broad range of experience in the financial services industry and has worked with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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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2
CT
12/07/2018 - Present
Medallion Wealth Advisors, LLC (FARMINGTON CT)
CT
02/23/2018 - 11/30/2018
RAYMOND JAMES & ASSOCIATES, INC. (WEST HARTFORD CT)
CT
06/01/2009 - 02/27/2018
MORGAN STANLEY (WEST HARTFORD CT)
CT
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WEST HARTFORD CT)
NY
01/23/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/19/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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