Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Cahill is a registered investment advisor representative with PKS Advisory Services, LLC. Scott has been in the industry since 2004 and holds Series 6, 7, 63, 65, 99TO and SIE licenses. Scott is also registered in Florida, Georgia, New York, North Carolina and Texas. PKS Advisory Services, LLC is an independent investment advisory firm that offers financial planning, portfolio management and other investment related services to individual and institutional clients. Scott's focus is on providing comprehensive financial planning and investment advice to individuals and families.
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.
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
04/08/2021 - Present
PKS Advisory Services, LLC (ALBANY NY)
NJ
10/07/2004 - 02/21/2006
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 11/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/04/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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