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Scott A. Weglarz

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CRD#: 1170870
SW

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Scott Ashley Weglarz, CFP® was a registered financial professional .

Scott is a previously registered financial professional and started their career in finance in 1983. Scott had worked at 7 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
COOPER-WEGLARZ,INC. DBA PENN GROUP INSURANCE SERVICES, PO BOX 9, MONTOURSVILE, PA 17754 POSITION: CO-OWNER, SEC./TREAS. NATURE OF BUSINESS: INDEPENDENT INSURANCE AGENCY, NOT INVEST-RELATED START DATE: 1/1/92 HOURS/WEEK 5

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

January 14, 2004 - December 31, 2022

PENN GROUP FINANCIAL SERVICES, INC.

RIA
CRD#: 122794
MONTOURSVILLE, PA
Past

November 5, 2001 - December 31, 2009

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
MONTOURSVILLE, PA
Past

November 25, 1992 - October 23, 2001

HACKETT ASSOCIATES, INC.

BD
CRD#: 2106
WYOMISSING, PA
Past

February 18, 1992 - November 16, 1992

F & G SECURITIES, INC.

BD
CRD#: 16364
Past

April 26, 1991 - February 24, 1992

HACKETT ASSOCIATES, INC.

BD
CRD#: 2106
WYOMISSING, PA
Past

July 18, 1989 - April 22, 1991

ALLEGHENY INVESTMENTS, LTD.

BD
CRD#: 7597
PITTSBURGH, PA
Past

March 31, 1987 - July 20, 1989

FRIEDRICH BAILEY FLAYHART & ASSOCIATES, INC.

BD
CRD#: 17785
Past

August 1, 1983 - October 20, 1987

PRUCO SECURITIES, LLC.

BD
CRD#: 5685

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 2/5/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


PG
PENN GROUP FINANCIAL SERVICES, INC.
PENN GROUP FINANCIAL SERVICES | WEGLARZ, SCOTT ASHLEY | PENN GROUP FINANCIAL SERVICES, INC.

CRD#: 122794 / SEC#:

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Contact information


Main Address
374 Broad Street, Montoursville, PA 17754
Mailing Address
Po Box 9, Montoursville, PA 17754
Phone number
(570) 368-3002
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts110
AUM (Assets Under Management)$ 26,719,179

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


PENN GROUP FINANCIAL SERVICES, INC.

CRD#: 122794

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