Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Welch is an investment advisor representative registered with Osaic Wealth, Inc. Scott has been in the financial services industry for over 20 years and is a dedicated professional who is passionate about helping his clients achieve their financial goals. He is also a licensed insurance producer with Montclair Capital Management. Scott’s dedication to client service and deep knowledge of the financial markets, make him a valuable asset to any investor.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (ROCHESTER NY)
NY
12/08/2017 - 06/14/2024
SECURITIES AMERICA, INC. (BROOKLYN NY)
NY
06/23/2011 - 12/04/2017
INVEST FINANCIAL CORPORATION (BROOKLYN NY)
NJ
08/06/2009 - 06/23/2011
ENSEMBLE FINANCIAL SERVICES, INC. (MONTCLAIR NJ)
NY
03/06/1998 - 09/03/2002
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
MA
01/22/1998 - 08/05/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 01/08/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/26/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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