Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Powhida is a financial professional with over 20 years of experience in the industry. Scott is currently a registered representative with Principal Securities, Inc. and a registered investment advisor in New York. Scott has held various positions at different firms, including KEY INVESTMENT SERVICES LLC, MCDONALD INVESTMENTS INC. and EDWARD JONES. Scott is a Certified Financial Planner and offers financial planning, educational seminars and selection of other advisers as services.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NY
07/15/2021 - Present
Principal Securities, Inc. (Latham NY)
NY
01/03/2006 - 04/01/2014
KEY INVESTMENT SERVICES LLC (SCHENECTADY NY)
NY
10/19/2001 - 12/31/2005
MCDONALD INVESTMENTS INC. (SCHENECTADY NY)
MO
08/23/2000 - 10/26/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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