Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Coulter is a financial advisor with over 30 years of experience in the industry. Scott has been with Osaic Institutions, Inc. since July 2024, previously working at Citizens Securities, Inc. Scott has a wide range of experience in the industry, including experience working with individuals, high net worth individuals, corporations, and charitable organizations. Scott provides financial planning, portfolio management and educational seminars to clients. Scott is also a Certified Financial Planner. Scott is licensed in both Massachusetts and New Hampshire.
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.
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2
NH
08/01/2024 - Present
Osaic Institutions, Inc. (Concord NH)
MA
03/13/2014 - 04/02/2024
CITIZENS SECURITIES, INC. (WESTWOOD MA)
MA
09/19/2012 - 03/18/2014
SANTANDER SECURITIES LLC (LEXINGTON MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BRAINTREE MA)
MA
08/10/2004 - 05/27/2008
IFMG SECURITIES, INC. (BOSTON MA)
WI
06/05/1993 - 02/05/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 05/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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