Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lee Dudley is an active investment advisor representative and broker-dealer representative with more than 20 years of experience in the financial services industry. He is registered with both LPL Financial LLC and Eagle Point Investment Advisors, Inc., offering his services from Bedford, New Hampshire. Scott has a comprehensive understanding of the financial markets and a proven track record of helping clients achieve their financial goals. He is also a registered investment advisor representative, offering financial planning and consulting services to individuals and families. Scott's commitment to providing personalized and professional financial advice has earned him the trust and respect of his clients.
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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NH
10/09/2001 - Present
LPL Financial LLC (BEDFORD NH)
RI
02/12/1998 - 09/28/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/11/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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