Unclaimed
Scott Robert Monger is a registered representative and investment advisor representative with Faithward Advisors, LLC based in Lancaster, PA. Scott has been in the financial services industry since 1988 and has experience with PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Scott has a Series 63, Series 6, and Series 65 license. Scott works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations, and businesses. Faithward Advisors, LLC provides financial planning, consulting services, and portfolio management services. The firm is committed to providing personalized and comprehensive financial advice to help 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.
Comprehensive financial plans to help you achieve your personal and business 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.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
A percentage of the total value of assets under management is charged.
Percentage of net worth/third party advisory fees
1
2
PA
12/06/2011 - Present
Faithward Advisors, LLC (LANCASTER PA)
PA
04/13/1988 - 11/30/2011
PRUCO SECURITIES, LLC. (LANCASTER PA)
NJ
04/13/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 04/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Monger is the right advisor for you? Invested Better is here to help.