Unclaimed
Scott Batey is a financial professional with over 25 years of experience in the industry. Scott is currently registered with MML Investors Services, LLC, and is also registered with the state of California, Connecticut, Georgia, Indiana, Massachusetts, New Hampshire and North Carolina. Scott has a wide range of experience and holds Series 7, 24, and 66 licenses as well as the SIE. Previously, Scott was also associated with MSI Financial Services, INC. and New England Securities. Scott has a strong focus on individuals, corporations, businesses, pensions, and profit-sharing plans. Scott's expertise includes asset allocation programs, financial planning, pension consulting, educational seminars, and the selection of other advisors.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
05/07/2010 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
NY
07/27/1994 - 03/02/2009
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 06/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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