Unclaimed
Scott Walden is an investment advisor representative at Pine Valley Investments based in Marlton, NJ. Scott has been in the industry since August 2014 and holds Series 7, 63 and 66 licenses. Scott specializes in portfolio management, financial planning and selection of other advisors. Scott has a strong background in working with individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
10/10/2023 - Present
Pine Valley Investments (MARLTON NJ)
NJ
08/05/2014 - 07/05/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
BOTH
Issued 11/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/19/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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