Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bogan is an investment advisor representative registered with GYL Financial Synergies, LLC in Connecticut and Texas. Scott has been in the financial services industry for over 20 years. Prior to joining GYL Financial Synergies, LLC, Scott worked at Westport Securities, LLC, Morgan Stanley DW Inc., Morgan Stanley & Co., Incorporated, and MML Investors Services, Inc. Scott has a broad range of experience in the financial services industry and is committed to providing his clients with personalized financial advice and guidance.
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.
Credit and cash management solutions and insurance solutions
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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CT
01/03/2019 - Present
GYL Financial Synergies, LLC (Westport CT)
CT
11/23/2005 - 09/29/2006
WESTPORT SECURITIES, L.L.C. (WESTPORT CT)
NY
01/07/2002 - 08/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/15/2000 - 12/03/2001
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
MA
08/14/1996 - 10/23/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 10/11/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2000
Series 3 - National Commodity Futures Examination
BC
Issued 10/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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