| Advisor Profile |
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| Name: |
Ronald Scott |
| Phone Number: |
(718) 578-4082 |
| Website: |
Visit Website
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Business Description |
| Certified Financial Planner professional focused on helping my clients make smart choices with their money. I provide customized Financial Planning products and services, including those for the Creation, Accumulation, Protection, and Distribution of Wealth for my clients and their families. Specializations include Retirement Planning, Business Planning, Investment Planning, and Estate/Legacy Planning, using values-based, client-centric financial planning strategies, systems, and processes. |
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General Information |
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| Insurance License#: |
LA-972065 NY, 0219563 NJ
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| Name of Broker/Dealer: |
MetLife Securities, Inc
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| States Licensed in: |
NY, NJ, DE, FL
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| States Willing to do Business in: |
NY, NJ, DE, FL
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| Years of Experience in Financial Services: |
6
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| Number of Years with Current Firm: |
6
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| I work with the following types of clients: |
Non-Profit Organizations, Businesses, Individual Investors
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Services |
| Investment Types: |
Stocks, Annuities, Insurance, Mutual Funds, Bonds, Exchange Traded Funds (ETFs)
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Certified in Long-Term Care (CLTC):, Registered Financial Consultant (RFC):, Chartered Life Underwriter (CLU®), MBA, CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Financial Consultant (ChFC)
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| Securities Licenses: |
Series 63, Series 6, Series 7, Series 24, Series 65
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| Insurance and Annuity Licenses: |
Variable Annuity, Disability, Variable Life, Long Term Care, Accident, Annuity, Life, Health
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| Financial Organization Memberships: |
Financial Planning Association (FPA), National Association of Insurance and Financial Advisors (NAIFA), GAMA International
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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Compliance |
| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
50,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee, Hourly
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| Flat Fee Rate: |
Negotiable
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| Prepared By: |
Ronald Scott |
| Most Recent Update: |
06/10/2008 |
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