Unclaimed
Scott Jerome Prusko is a financial advisor registered with Calton & Associates, Inc. Scott is a seasoned professional with over 20 years of experience in the financial industry. Scott is also registered with FINRA and the state of Wisconsin. Scott specializes in financial planning, investment management, portfolio management, and pension consulting. Scott has extensive experience working with high net worth individuals and pension and profit-sharing plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WI
06/28/2019 - Present
Calton & Associates, Inc. (Milwaukee WI)
WI
10/30/2012 - 06/28/2019
CAPITAL FINANCIAL SERVICES, INC. (MILWAUKEE WI)
CT
02/08/2011 - 10/02/2012
HARTFORD LIFE DISTRIBUTORS, LLC (HARTFORD CT)
AL
03/12/2009 - 02/11/2011
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
02/02/2007 - 12/01/2008
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MA
11/04/2005 - 01/25/2007
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
CO
03/29/2005 - 11/16/2005
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
ND
06/01/2001 - 09/15/2003
CAPITAL FINANCIAL SERVICES, INC. (MINOT ND)
BC
Issued 06/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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