Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Jordan DeSantis is a financial advisor registered with Northwestern Mutual Investment Services, LLC. Scott is a licensed financial advisor with over 8 years of experience in the financial services industry. Scott holds the Series 66, Series 7, and Series 26 licenses, and is registered in 29 states, including Massachusetts, California, Florida, and Texas. Scott has extensive knowledge and experience in investment strategies and financial planning, and is committed to providing personalized advice and guidance to help clients achieve their financial goals.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
MA
10/18/2014 - Present
Northwestern Mutual Investment Services, LLC (Boston MA)
BOTH
Issued 11/11/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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