Unclaimed
Scott Hirshfield is a financial advisor associated with J.P. Morgan Securities LLC. Scott has been working in the financial industry since 2008. Scott is currently registered with the state of Pennsylvania and New Jersey. Scott's firm specializes in providing financial advice to a diverse clientele including individuals, corporations, high-net-worth individuals, and charitable organizations. They are also registered to provide investment advice for pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
11/13/2023 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
NJ
08/06/2014 - 02/06/2015
WELLS FARGO ADVISORS, LLC (GIBBSBORO NJ)
PA
09/14/2012 - 06/28/2014
CCO INVESTMENT SERVICES CORP. (PHILADELPHIA PA)
NJ
07/06/2009 - 08/10/2012
CHASE INVESTMENT SERVICES CORP. (JACKSON NJ)
NJ
07/14/2008 - 06/30/2009
METLIFE SECURITIES INC. (MARLTON NJ)
BC
Issued 11/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/13/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/30/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Hirshfield is the right advisor for you? Invested Better is here to help.