Unclaimed
Scott Weston Townsend is a financial advisor associated with John G. Ullman & Associates, Inc. Scott has been in the financial services industry since 1994. Scott's experience includes work with Calvary Baptist Church in Warren, ME, SS&C in Rockland, ME, and John G. Ullman & Associates, Inc. in Horseheads, NY. Scott is a Certified Financial Planner and holds a Series 6 license. Scott specializes in working with high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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FL
05/28/2024 - Present
John G. Ullman & Associates, Inc. (Lakewood Ranch FL)
NA
01/25/1994 - 11/22/1994
PRUCO SECURITIES CORPORATION
BC
Issued 01/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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