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 Walsh is a financial advisor based in Berwyn, PA. Scott has been in the financial industry since 2009 and is currently registered with Sequoia Financial Group, LLC. Scott has a variety of experience in the financial industry, having previously worked at PURSHE KAPLAN STERLING INVESTMENTS, VOYA FINANCIAL ADVISORS, INC., and other firms. Scott specializes in working with high-net-worth individuals, corporations, and other businesses. Scott offers a range of financial services, including financial planning, portfolio management, and educational seminars.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/15/2024 - Present
Sequoia Financial Group, LLC (Berwyn PA)
PA
10/03/2014 - 05/07/2018
PURSHE KAPLAN STERLING INVESTMENTS (Philadelphia PA)
PA
03/11/2009 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (PHILADELPHIA PA)
BOTH
Issued 05/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Scott Walsh is the right advisor for you? Invested Better is here to help.
