Unclaimed
Scott Belanger is a financial advisor with over 20 years of experience in the industry. He is currently registered with J.W. Cole Advisors, Inc. and holds the Series 7 and Series 66 securities licenses, as well as the SIE exam. Scott is also a Certified Financial Planner. Scott specializes in providing financial planning services to individuals, families, and businesses. He also provides portfolio management services and educational seminars. In addition to J.W. Cole Advisors, Inc., Scott was previously associated with MetLife Securities Inc., Metropolitan Life Insurance Company, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
Hourly & fixed rate consulting
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
FL
12/05/2014 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
05/07/2003 - 09/24/2014
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
05/07/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PLANTATION FL)
MN
05/16/2002 - 05/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/16/2002 - 05/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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