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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gomsak is a financial advisor with Kestra Advisory Services, LLC. Scott has been in the financial services industry since 1995 and holds both Series 6 and Series 7 securities licenses as well as Series 26 and Series 63 licenses. Scott has a breadth of experience, having worked previously with firms such as OSAIC FA, INC., TRIAD ADVISORS LLC, and LPL FINANCIAL LLC. Scott specializes in a wide range of financial services, including portfolio management, financial planning, and retirement planning. Scott is passionate about helping individuals and families reach their financial goals.
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.
1
2
MD
11/12/2024 - Present
Kestra Advisory Services, LLC (Sykesville MD)
MD
07/19/2019 - 08/16/2024
OSAIC FA, INC. (SYKESVILLE MD)
MD
04/26/2013 - 07/23/2019
TRIAD ADVISORS LLC (Fulton MD)
MD
06/05/2009 - 05/01/2013
LPL FINANCIAL LLC (LUTHERVILLE MD)
MD
06/30/2003 - 06/09/2009
UVEST FINANCIAL SERVICES GROUP, INC. (ROCKVILLE MD)
CA
08/10/1995 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 11/11/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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