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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 Michael Stratton is a financial advisor at Parallel Advisors, LLC with over 20 years of experience in the industry. Scott has expertise in financial planning, pension consulting, and portfolio management for both individuals and businesses. He is a Series 6, 7, and 63 licensed financial advisor with a Series 65 license. Scott's specializations include managing assets for corporations, high-net-worth individuals, individuals other than high-net-worth, charitable organizations, pension and profit-sharing plans, and insurance companies. Scott has been employed by Parallel Advisors, LLC since September of 2023, prior to that, he was employed by Camden Capital and Camarda Wealth Management.
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
CA
11/13/2023 - Present
Parallel Advisors, LLC (SAN FRANCISCO CA)
ME
10/04/2001 - 03/19/2002
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
AZ
12/19/2000 - 10/04/2001
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
AZ
09/11/1997 - 10/30/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NJ
06/24/1987 - 11/15/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
03/06/1986 - 06/16/1987
TRAVELERS EQUITIES SALES, INC.
IA
Issued 02/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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