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 Rogowicz is a financial advisor registered in Pennsylvania. Scott has been in the industry for more than 14 years. Scott works as a financial advisor at Confluence Financial Partners, which is headquartered in McMurray, Pennsylvania. Scott has experience in various investment areas, including providing financial planning services and portfolio management for individuals and businesses. Scott also holds the Series 66, SIE and Series 7 licenses.
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
PA
06/13/2022 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
04/23/2018 - 06/28/2022
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
08/22/2012 - 04/24/2018
WELLS FARGO CLEARING SERVICES, LLC (PITTSBURGH PA)
PA
04/13/2010 - 11/22/2011
UBS FINANCIAL SERVICES INC. (CANONSBURG PA)
PA
11/27/2007 - 03/31/2010
MERCER ALLIED COMPANY, L.P. (CANONSBURG PA)
BOTH
Issued 07/18/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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