Unclaimed
Scott Barber is a financial advisor with over 20 years of experience in the industry. Scott is a Certified Financial Planner™ and currently works with Osaic Wealth, Inc. in DuBois, PA. Scott specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Previously, Scott worked with Securities America, Inc., Investacorp, Inc., Cetera Advisor Networks LLC and Allegheny Investments, LTD. Scott has passed the Series 7, Series 66 and SIE exams. Scott is registered to provide investment advice in 25 states and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
1
2
PA
06/14/2024 - Present
Osaic Wealth, Inc. (DuBois PA)
PA
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (DuBois PA)
PA
09/06/2016 - 07/17/2020
INVESTACORP, INC. (DuBois PA)
PA
09/13/2007 - 09/07/2016
CETERA ADVISOR NETWORKS LLC (DUBOIS PA)
PA
11/03/2004 - 09/12/2007
ALLEGHENY INVESTMENTS, LTD. (DUBOIS PA)
NJ
07/29/2004 - 11/29/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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