Unclaimed
Scott Kenneth Koviak is a Registered Representative with Newport Group Consulting, LLC, registered with the state of Florida. Scott has been in the industry since May 2013, and has experience with Arthur J. Gallagher, NFP Advisor Services, LLC, Kestra Financial Services, Inc, PricewaterhouseCoopers LLP (PWC US), and ASCENSUS BROKER DEALER SERVICES, LLC. Scott is also a Chartered Financial Analyst and specializes in investment performance analytics for retirement plans, foundations, and endowments. Scott has a Series 63 and a Series 65 license, and is registered in the state of Florida.
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.
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.
Investment performance analytics for retirement plans, foundations and endowments. managed acct svc for plan participants
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.
Percentage of assets under advisement
1
2
FL
01/02/2025 - Present
Newport Group Consulting, LLC (Saint Petersburg FL)
Active
Inactive
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