Unclaimed
Scott Monahan is a financial advisor with Roosevelt & Cross, Inc. Scott's career in the financial services industry began in 2005. He is licensed to provide investment advice in Connecticut, Delaware, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island and Vermont. Scott has a strong background in the financial services industry, having passed the Series 63, Series 7 and SIE exams.
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.
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.
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2
NY
02/07/2005 - Present
Roosevelt & Cross, Inc. (NEW YORK NY)
BC
Issued 05/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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