Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Levin is an investment advisor representative at Wescott Financial Advisory Group LLC. Scott has been in the financial services industry for over 10 years and has experience working with individuals, families, and businesses. Scott holds Series 7, 63, and 65 licenses as well as the SIE exam. Scott is also a Certified Financial Planner and a Chartered Financial Consultant. Scott is committed to providing his clients with personalized financial advice and helping 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.
Asset allocation, family office solution services
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
PA
01/14/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
PA
07/02/2020 - 05/10/2021
ALLSTATE FINANCIAL SERVICES, LLC (DOYLESTOWN PA)
PA
09/04/2018 - 06/17/2020
CITIZENS SECURITIES, INC. (SOUDERTON PA)
PA
01/02/2018 - 06/11/2018
CUSO FINANCIAL SERVICES, L.P. (Phoenixville PA)
PA
10/26/2016 - 01/09/2018
WELLS FARGO CLEARING SERVICES, LLC (COLLEGEVILLE PA)
PA
12/19/2013 - 07/21/2016
PNC INVESTMENTS (LANSDALE PA)
SC
01/24/2012 - 06/07/2012
1792 SECURITIES, LLC (GREENVILLE SC)
PA
01/24/2011 - 12/09/2011
NATIONWIDE SECURITIES, LLC (PLYMOUTH MEETING PA)
PA
07/15/2005 - 12/31/2005
CONSTELLATION INVESTMENT DISTRIBUTION COMPANY INC. (JENKINTOWN PA)
DE
10/07/1999 - 08/04/2003
WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)
PA
02/10/1998 - 09/30/1999
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
02/20/1997 - 02/06/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/22/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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