Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sari is a financial advisor registered with Garden State Investment Advisory Services, LLC. Scott is licensed in 40 states and has more than 30 years of experience in the financial services industry. Scott has obtained numerous licenses and certifications including the Series 7, Series 63, Series 24, Series 55, and Series 65 licenses. Scott Sari is also a Certified Financial Planner. In addition to his work with Garden State Investment Advisory Services, LLC, Scott is also the owner of Garden State Insurance Agency, Inc., and a partner in S&J Investment Properties/194 Beach Ave, LLC. Scott's primary areas of specialization include 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.
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.
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
NJ
04/12/2005 - Present
Garden State Investment Advisory Services, LLC (RED BANK NJ)
NY
04/10/1992 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 01/23/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/09/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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