Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott John Parsons is a financial advisor with over 30 years of experience in the industry. He is currently registered with Cambridge Investment Research Advisors, Inc., and has been with the firm since June 2009. Prior to that, Parsons worked for several other firms, including Tower Square Securities, Inc., United Equity Securities, LLC, Commonwealth Financial Network, Securities America, Inc., and Investcorp, Inc. Parsons has a broad range of experience and holds several licenses and registrations, including Series 7, 24, 53, 27, 63, and 99TO. He is also a registered investment advisor in Connecticut, Florida, and Texas. Parsons specializes in providing financial advice to individuals, high-net-worth individuals, and charitable organizations. He offers a variety of services, including financial planning, portfolio management, and educational seminars.
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.
Solicitation fees from 3rd party money managers
1
2
FL
11/29/2017 - Present
Cambridge Investment Research Advisors, Inc. (Vero Beach FL)
CT
04/04/2003 - 06/24/2009
TOWER SQUARE SECURITIES, INC. (FARMINGTON CT)
TX
12/06/1999 - 11/15/2006
UNITED EQUITY SECURITIES, LLC (HUSTON TX)
MA
08/30/1996 - 12/31/1999
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NE
11/30/1993 - 08/30/1996
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
01/20/1989 - 12/07/1993
INVESTACORP, INC. (MIAMI FL)
NA
08/20/1987 - 01/02/1989
MAIN STREET MANAGEMENT COMPANY
BC
Issued 11/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/26/1999
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/15/1988
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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