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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 Waskiewicz is an Investment Advisor Representative at USI Advisors. Scott is a seasoned professional with experience in the financial services industry. Prior to joining USI Advisors, Scott was employed at Amundi Distributor US, Inc. in Boston, MA. Scott's previous experience includes roles at Park Avenue Securities LLC in New York, NY and Guardian Investor Services LLC in New York, NY. Scott specializes in providing investment advisory services to a variety of clients, including insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. Scott has a strong commitment to providing personalized financial advice and helping clients achieve 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.
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.
Seminars and consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
09/14/2021 - Present
USI Advisors (GLASTONBURY CT)
MA
08/31/2016 - 09/03/2021
AMUNDI DISTRIBUTOR US, INC. (BOSTON MA)
NY
03/31/2015 - 08/29/2016
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
06/20/2014 - 03/31/2015
GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)
IA
Issued 12/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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