Scott  Sanders,  CFP<sup>&reg;</sup> - Financial Advisor

Scott Sanders, CFP®

CFS,CPA,PFS,CGM

President

Wealth Advisory LTD

175 Broadhollow Rd, Ste 197
Melville, NY 11747
FINANCIAL ADVISOR'S WEBSITE
(631) 923-3153 CONNECT WITH Scott
  • linkedin link

General

Scott Sanders is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Advisory LTD in Melville, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 26, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CERTIFIED FUND SPECIALIST(CFS)

Insurance Licenses

  • Life insurance: NY, NJ, FL, CA, MA. VA, GA
  • Health/disability insurance: NY,VA,CA
  • Fixed annuities: NY
  • Variable annuities: NY

Broker-Dealer Affiliation

American Portfolios Advisors. Inc

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Attending College, 401(k)/403(b)/IRAs, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Startup, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

More

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