Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robert Wark is a financial professional with over 20 years of experience in the industry. Scott is currently registered with LPL Financial LLC in Marlton, NJ. Prior to that, Scott was registered with Summit Equities, Inc. in Parsippany, NJ and Jefferies & Company, Inc. in New York, NY. Scott is a Series 7 and Series 63 licensed professional. Scott specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Scott has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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2
NJ
09/17/2008 - Present
LPL Financial LLC (MARLTON NJ)
NJ
09/20/2005 - 09/12/2008
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
01/18/2001 - 04/08/2005
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
10/19/2004 - 11/01/2004
BONDS DIRECT SECURITIES LLC (NEW YORK NY)
NY
06/04/2003 - 10/28/2003
HELFANT GROUP, INC. (NEW YORK NY)
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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