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Profile
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Accumulate sufficient funds for retirement |
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Fund your child's education |
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Invest your assets for growth
and income |
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Ensure the orderly transfer of estate assets |
Scott was born, raised and still lives in Collingswood, NJ, with his wife and three kids, where he is very involved with the community. He graduated in 1981 with a finance degree from Salisbury College and entered the financial industry in 1989 as a registered representative with New England Securities Corp., eventually moving up to a management position. Scott earned a CFP® designation and soon thereafter joined Guggino Associates in 2001 as Vice President and partner. In 2005, Scott opened his own practice with Walnut Street Securities, which has grown to include four other registered representatives and a fully licensed assistant.
He is licensed in Life & Health Insurance, and is also a Series 6, 63, 7, 66, 51 and 24 securities Registered Representative, enabling him to service all of your financial needs.
Scott was recently named a 2012 Five Star Wealth Manager by New Jersey Monthly Magazine, making this the second consecutive year he has won this award. The award winner list is limited to less than seven percent of wealth managers. 2011 award winners are listed in the November Philadelphia Magazine.
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Areas of Focus
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Trades and Exchanges cannot be accepted through email or voicemail
Registered representative offering securities through Walnut Street Securities, Inc. ("WSS") Member: FINRA,
SIPC. Electronic mail is not secure. The Firm does not accept or take responsibility for acting on time-sensitive
instructions sent by e-mail including transaction orders, fund transfers, stop payments on checks or similar
instructions.
Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives in the New Jersey area (includes Atlantic, Bergen, Cape May, Cumberland, Essex, Hudson, Hunterdon, Mercer, Middlesex, Monmouth, Morris, Ocean, Passaic, Salem, Somerset, Sussex, Union and Warren counties in the state of New Jersey) to gather wealth manager nominations. Self nominations were not accepted.
Award candidates were then evaluated against 10 objective eligibility and evaluation criteria associated with wealth managers who provide quality services to their clients such as client retention rates, client assets administered, firm review and a favorable regulatory and complaint history. Five Star Professional finalized the list of 2012 Five Star Wealth Managers to be no more than 7% of the approximately 41,400 wealth managers in the area. 1,312 award candidates in the New Jersey area were considered for the award, of which 400 were named 2012 Five Star Wealth Managers.
• Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
• The Five Star award is not indicative of the wealth manager's future performance.
• Wealth managers may or may not use discretion in their practice and therefore may not manage their client's assets.
• The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or New Jersey Monthly.
• Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future.
For more information on the Five Star award and the research/selection methodology, go to: fivestarprofessional.com
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