Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gegerson is a financial advisor with Stratos Wealth Partners, Ltd. in GARDEN CITY, NY. Scott has over 20 years of experience in the financial services industry. Scott is also an Investment Advisor Representative with Stratos Wealth Partners, LTD., an independent investment advisor firm. Scott has a wide range of experience and is able to provide financial planning services to a variety of clients.
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.
Percentage of assets under management with third party managers
1
2
NY
03/22/2021 - Present
Stratos Wealth Partners, Ltd. (GARDEN CITY NY)
NY
03/30/2015 - 04/06/2021
PARK AVENUE SECURITIES LLC (ARMONK NY)
NY
10/22/2008 - 03/23/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)
NY
11/28/2007 - 09/30/2008
TRIAD ADVISORS, INC. (MELVILLE NY)
NY
06/01/2007 - 11/29/2007
SUMMIT BROKERAGE SERVICES, INC. (VALLEY STREAM NY)
NY
07/13/2006 - 06/15/2007
CITIGROUP GLOBAL MARKETS INC. (ROCKVILLE CENTRE NY)
NY
03/24/2006 - 06/14/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
WI
11/27/2001 - 06/03/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/27/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 08/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 03/23/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/26/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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