Unclaimed
Scott Liston is a financial advisor with Santander Securities LLC. Scott is a registered representative and investment advisor representative with over 15 years of experience in the financial services industry. Scott is committed to providing personalized financial advice to individuals and families. Scott has a strong track record of helping clients reach their financial goals. Scott's expertise includes investment management, financial planning, and retirement planning. Scott is dedicated to helping clients understand their options and make informed decisions about their financial future.
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.
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.
1
2
MA
09/26/2012 - Present
Santander Securities LLC (Boston MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BOSTON MA)
MA
01/07/2008 - 05/27/2008
IFMG SECURITIES, INC. (BOSTON MA)
ME
03/08/2006 - 12/03/2007
METLIFE SECURITIES INC. (CUMBERLAND FORESIDE ME)
ME
03/08/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CUMBERLAND FORESIDE ME)
IA
Issued 03/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2006
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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