Unclaimed
Scott Skidmore has been working in the financial industry since 1995. Currently, Scott works as a Registered Representative and Investment Adviser Representative for Osaic Institutions, Inc. Scott's previous experience includes working with LPL Financial LLC, WELLS FARGO CLEARING SERVICES, LLC, FIRST UNION BROKERAGE SERVICES, INC., PFS INVESTMENTS INC., and PRUCO SECURITIES CORPORATION. Scott holds Series 6, 7, 24, 63 and 65 licenses.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CT
04/29/2024 - Present
Osaic Institutions, Inc. (BRISTOL CT)
CT
12/21/2017 - 05/10/2024
LPL FINANCIAL LLC (CHESHIRE CT)
CT
10/01/2000 - 12/12/2017
WELLS FARGO CLEARING SERVICES, LLC (MERIDEN CT)
NC
01/14/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
GA
05/09/1996 - 12/16/1998
PFS INVESTMENTS INC. (DULUTH GA)
NJ
01/30/1995 - 08/17/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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