Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Rothbort is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Advisory Services, LLC and has held positions with Benchmark Advisory Services, LLC and Kingswood Wealth Advisors. Scott has a broad range of experience in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Scott is also a registered insurance producer and has expertise in life, health, and accident insurance.
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.
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NV
07/01/2024 - Present
Osaic Advisory Services, LLC (Henderson NV)
NY
02/05/1992 - 03/01/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
01/04/1991 - 10/10/1991
COUNTY NATWEST INTERNATIONAL LIMITED (NEW YORK NY)
IA
Issued 05/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1994
Series 24 - General Securities Principal Examination
BC
Issued 04/24/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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