Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Israel is an investment advisor representative with Legacy Edge Advisors, located in SYOSSET, NY. Scott has been in the industry since 1996 and holds the Series 7, Series 63, and Series 65 licenses. Scott has experience working with high net worth individuals and other individuals, and has a strong background in financial planning and portfolio management. Previously, Scott worked at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC and Teachers Personal Investors Services, Inc.. Scott specializes in working with individuals and providing investment advice to clients who are looking for a comprehensive financial plan.
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.
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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NY
12/15/2023 - Present
Legacy Edge Advisors (SYOSSET NY)
NY
07/16/2001 - 04/09/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MELVILLE NY)
NY
11/12/1999 - 06/19/2001
TEACHERS PERSONAL INVESTORS SERVICES, INC. (NEW YORK NY)
NY
06/24/1999 - 11/10/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/05/1997 - 06/16/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/05/1997 - 06/16/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
08/02/1996 - 01/20/1997
ROYCE INVESTMENT GROUP, INC. (WOODBURY NY)
IA
Issued 04/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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