Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Robert Scott is a financial advisor with over 20 years of experience in the industry. Steven is registered with Global Retirement Partners LLC and has a broad range of experience serving individuals, families, and businesses. Steven is committed to providing personalized financial planning and investment management services. Steven's clients benefit from his expertise in retirement planning, investment management, and other financial planning needs.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
01/25/2024 - Present
Global Retirement Partners LLC (Portsmouth NH)
IL
01/02/2009 - 04/18/2017
AUSDAL FINANCIAL PARTNERS, INC. (CHICAGO IL)
IL
08/21/2006 - 12/31/2008
ASSOCIATED SECURITIES CORP. (CHICAGO IL)
MA
12/18/2002 - 04/06/2005
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
04/30/1998 - 05/05/1999
STATE STREET BROKERAGE SERVICES, INC. (BOSTON MA)
IA
Issued 03/17/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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