Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mitchell is an investment advisor representative with Osaic Wealth, Inc., located in Bethel, Connecticut. Scott has been working in the financial services industry since December 1999 and holds a Series 66 license, as well as Series 6 and SIE. Scott is also a registered investment advisor in Alabama, California, Connecticut, Florida, Massachusetts, New Jersey, New Mexico, New York, North Carolina, Ohio, South Carolina, Texas, and Virginia. Scott is passionate about providing financial advice to individuals, families, and businesses. Scott has a strong understanding of the financial markets and is committed to providing personalized service to each of their clients.
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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2
CT
06/10/2024 - Present
Osaic Wealth, Inc. (BETHEL CT)
CT
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BETHEL CT)
CT
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DANBURY CT)
TX
08/09/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
03/08/2000 - 06/29/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
10/29/1999 - 03/29/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 09/24/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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