Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott William Shaw is a registered investment advisor representative with J. W. Cole Advisors, Inc. Scott has been in the industry since 1998 and holds both Series 6 and 63 licenses. Scott also holds a Series 65 license. Scott has experience with Park Avenue Securities LLC, and Guardian Investor Services Corporation. J. W. Cole Advisors, Inc. offers a wide range of services including financial planning, investment management, and educational seminars. Scott serves both individuals and businesses, offering financial guidance and helping to achieve their financial goals.
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.
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.
Hourly & fixed rate consulting
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.
1
2
PA
01/14/2015 - Present
J. W. Cole Advisors, Inc. (DOYLESTOWN PA)
PA
05/03/1999 - 01/28/2015
PARK AVENUE SECURITIES LLC (DOYLESTOWN PA)
NY
06/29/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 03/24/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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