Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Korn is a financial advisor with over 10 years of experience in the financial services industry. Scott is currently registered with LPL Financial LLC, a broker-dealer, and is also registered as an investment advisor representative in Massachusetts. Previously, Scott worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Evergreen Investment Services, Inc. Scott holds a Series 6, 7, and 66 license. Scott's primary areas of focus include financial planning, portfolio management, and consulting. He works with a diverse range of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Scott is committed to providing personalized financial advice and helping his 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
04/05/2016 - Present
LPL Financial LLC (NEWTON MA)
MA
12/06/2011 - 02/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
10/13/2010 - 10/11/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
NC
05/28/2004 - 04/03/2006
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
MA
07/12/2002 - 11/19/2002
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
BOTH
Issued 12/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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