Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Chapin is a financial advisor with over 20 years of experience in the industry. He currently holds a registration with Osaic Wealth, Inc. and previously worked at Woodbury Financial Services, Inc., First Allied Securities, Inc., LPL Financial LLC, Mutual Service Corporation, Capital Analysts, Incorporated, Northwestern Mutual Investment Services, LLC, and Legg Mason Wood Walker, Incorporated. Scott is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. His specializations include retirement planning, investment management, estate planning, and insurance. He is committed to providing personalized guidance and helping clients 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.
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
DE
01/19/2024 - Present
Osaic Wealth, Inc. (HOCKESSIN DE)
DE
08/01/2014 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (HOCKESSIN DE)
PA
05/16/2011 - 08/04/2014
FIRST ALLIED SECURITIES, INC. (WAYNE PA)
PA
09/08/2009 - 05/25/2011
LPL FINANCIAL LLC (PHOENIXVILLE PA)
PA
05/29/2009 - 09/08/2009
MUTUAL SERVICE CORPORATION (PHOENIXVILLE PA)
PA
02/07/2006 - 06/02/2009
CAPITAL ANALYSTS, INCORPORATED (WAYNE PA)
WI
02/10/2004 - 01/25/2006
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MD
02/21/2002 - 10/14/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 02/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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