Unclaimed
Scott Louis Facchetti is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Osaic Wealth, Inc. in Florida and Massachusetts, as well as Flagship Wealth Advisors, LLC in Massachusetts. Scott also holds Series 7 and Series 66 securities licenses, as well as the SIE exam. He offers a range of financial services to clients, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
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2
MA
10/26/2011 - Present
Osaic Wealth, Inc. (PLYMOUTH MA)
MA
10/16/2007 - 10/02/2009
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
MA
03/08/2006 - 10/26/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FALMOUTH MA)
CT
05/12/2005 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
01/01/2004 - 02/14/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
CT
12/20/2000 - 05/16/2003
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 01/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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