Unclaimed
Scott Wheatley Eglseder is a financial advisor with over 30 years of experience in the industry. Scott is registered with Commonwealth Financial Network in Easton, MD. He is also registered as an investment advisor in Maryland. Prior to joining Commonwealth Financial Network, Scott worked at SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., MERIDIAN ASSOCIATES, INC., PRUCO SECURITIES CORPORATION, SECURITIES PLACEMENTS, INC., SOUTHMARK FINANCIAL SERVICES, INC., and INTEGRATED RESOURCES EQUITY CORPORATION. Scott offers financial planning, portfolio management, and insurance products.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
10/08/2009 - Present
Commonwealth Financial Network (EASTON MD)
MD
10/31/2005 - 09/04/2009
SAGEPOINT FINANCIAL, INC. (EASTON MD)
AZ
03/10/1994 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
12/14/1993 - 03/08/1994
MERIDIAN ASSOCIATES, INC.
NJ
01/07/1993 - 02/05/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
07/06/1987 - 03/18/1988
SECURITIES PLACEMENTS, INC.
NA
04/09/1985 - 06/10/1987
SOUTHMARK FINANCIAL SERVICES, INC.
NA
07/26/1984 - 04/16/1985
INTEGRATED RESOURCES EQUITY CORPORATION
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/01/1995
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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