Michaela F Scott

Current Employers

Employment History

• 06/2009 → 11/2018
  Jhfn Sii
  Andover, MA
• 05/2009 → Present
  Petey'S Summertime Seafood Bar And Grill
  Rye, NH
• 11/2018 → Present
  Osaic Wealth, Inc.
  Methuen, MA

Previous Registrations

• 2013-05-16 → 2018-11-02
  Signator Investors, Inc.
  Andover, MA
  Methuen, MA

Other Businesses

1) Health Insurance Brokerage and Benefits Consultant, Borislow Insurance One Griffin Brook Drive Methuen, MA 01844, Strategic Benefits Consultant: identifying prospects within the firm's target markets, securing and conducting meaningful conversations/meetings with prospects where their core needs can be identified, 1/15/2018, approx 175 hrs mo, 130 trading hrs...... 2) AUTHOR POSITION: individual author NATURE: n/a INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: One Griffin Brook Drive, Methuen MA 01844 DESCRIPTION: Individual author collaborated on stories for the book. Book is going to audiobook version as well. No involvement in that process. 3) BORISLOW INSURANCE POSITION: Strategic Benefits Consultant NATURE: Group Benefits Firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 01/12/2018 ADDRESS: One Griffin Brook Drive, Methuen MA 01844 DESCRIPTION: Consult companies on their comprehensive employee benefits programs. 4) THE STRATEGIC RETIREMENT BENEFITS GROUP, LLC POSITION: Principal and Founder, Retirement Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2023 ADDRESS: 23 Keewaydin Drive, Ste. 205, Salem NH 03079 DESCRIPTION: Sales/Marketing of securities, investment advisory and insurance products. 5) CO-CHAIR SAINT ANSELM COLLEGE ECONOMICS AND BUSINESS ADVISOR COUNCIL POSITION: Advisory Council Co-Chair NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2024 ADDRESS: 100 Saint Anselm Drive, Manchester NH 03102 DESCRIPTION: Providing strategic guidance and support to the department as needed 6) PRESIDENT OF ALUMNI COUNCIL POSITION: President of the American College of Financial Services Alumni Council NATURE: Corporation INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/15/2024 ADDRESS: 630 Allendale Road, Suite 400, King of Prussia PA 19406 DESCRIPTION: Assist with leadership, communication, strategic planning, etc. for the Alumni Council 7) BCG PENSION RISK CONSULTANTS POSITION: referrer NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/10/2025 ADDRESS: 100 Grandview Road, Suite 303, Braintree MA 02184, United States DESCRIPTION: I work with companies and organizations on their retirement plans (401(k)/403(b) etc.). If the client has a need for defined benefit plan pension de-risking I refer to an actuarial team which is best practice and specialized knowledge and credentialing.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-07-16

Designations

Other Names

• Michaela F Rocha