Unclaimed
Scott Dancyger is a financial advisor registered with LPL Financial LLC. Scott has been in the financial services industry since 2003. Scott has a Series 7, Series 24, Series 55, Series 57, and Series 63 license. Scott is also registered with the following states: Alaska, California, Connecticut, Delaware, Florida, Georgia, Indiana, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and West Virginia. Scott offers a range of financial services, including investment advisory services, financial planning, and portfolio 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.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NY
08/03/2021 - Present
LPL Financial LLC (BEACON NY)
NY
05/29/2009 - 01/03/2011
KEY INVESTMENT SERVICES LLC (MIDDLETOWN NY)
NY
05/22/2007 - 04/07/2009
KERN, SUSLOW SECURITIES, INC. (NEW YORK NY)
NY
01/21/1998 - 08/04/1998
SPENCER TRASK SECURITIES INCORPORATED (NEW YORK NY)
NY
10/14/1996 - 01/20/1998
HAMPSHIRE SECURITIES CORPORATION (NEW YORK NY)
NY
08/31/1994 - 10/17/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
BC
Issued 07/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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