Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Burbank is a financial advisor with Retirement Plan Advisors, LLC. Scott Burbank has been in the financial services industry since January 11, 1989. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Scott Burbank holds a Series 7 and Series 63 license, as well as a Series 26 license. He is also a Chartered Financial Consultant. Scott Burbank's current employment is with Retirement Plan Advisors, LLC. Prior to that, Scott Burbank was employed with Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., and Penn Mutual Equity Services, Inc. Scott Burbank's primary office is located in Chicago, Illinois.
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.
1
2
IL
02/29/2012 - Present
Retirement Plan Advisors, LLC (CHICAGO IL)
CT
01/01/2009 - 08/26/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (BLOOMFIELD CT)
CT
08/02/1990 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (BLOOMFIELD CT)
PA
05/25/1988 - 06/08/1990
PENN MUTUAL EQUITY SERVICES, INC. (HORSHAM PA)
BC
Issued 03/23/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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