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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Leclaire is a financial advisor with Commonwealth Financial Network. Scott Leclaire is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™. Scott Leclaire has been in the financial services industry since November 1986 and has a broad range of experience. He has a proven track record of helping clients achieve their financial goals. His areas of expertise include financial planning, portfolio management, and retirement planning. He has been registered with Commonwealth Financial Network since September 2011. Scott Leclaire is also a co-owner of Heritage Capital Advisors, LLC and SJL Financial Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
07/18/2023 - Present
Commonwealth Financial Network (GLASTONBURY CT)
CT
03/13/2003 - 09/30/2011
SECURITIES AMERICA, INC. (GLASTONBURY CT)
MA
11/12/1986 - 04/14/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 10/09/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/1994
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/11/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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