Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Clayton is a financial advisor with over 29 years of experience in the financial services industry. Scott is currently registered with LPL Financial LLC. Scott specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and retirement plans. Scott is committed to helping clients achieve their financial goals and objectives. Previously, Scott has held positions at Ameriprise Financial Services, LLC, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, Summit Financial Services Group, Inc., The Agean Group, Inc, H.J. Meyers & Co., Inc., L.C. Wegard & Co., Inc., Westfield Financial Corporation, and Hibbard Brown & Co., Inc.
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
NJ
10/22/2021 - Present
LPL Financial LLC (LINWOOD NJ)
NJ
11/29/2013 - 10/26/2021
AMERIPRISE FINANCIAL SERVICES, LLC (LINWOOD NJ)
NJ
01/01/2004 - 12/03/2013
PNC INVESTMENTS (MARMORA NJ)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/16/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
12/04/1998 - 03/14/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
FL
09/23/1998 - 12/11/1998
THE AGEAN GROUP, INC (BOCA RATON FL)
NY
11/09/1995 - 11/03/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
11/17/1994 - 11/09/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
NY
08/25/1994 - 11/01/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
NY
07/07/1992 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/19/1994 - 09/06/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 12/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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