Scott Curtis Matassa

Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1983 → Present
  National Life Ins. Co
  Portland, ME
• 12/1983 → Present
  Equity Services, Inc.
  Portland, ME

Other Businesses

SCOTT MATASSA, CLU, CHFC, 70 EVERGREEN LANE, WINDHAM, ME. INV REL. INSURANCE SALES. AGENT. 8/1/83-PRES. 160 HR/MO DUR TRDNG. AGENT/BROKER FOR SEVERAL INSUR COS TO SELL LIFE, DI, HEALTH MOSTLY THROUGH NATIONAL LIFE OF VERMONT UNDER THIS NAME..*NL FINANCIAL ALLIANCE, INV. REL., IN ME, SALES ASSOCIATE, 8/1/82-PRES., 170 HRS/MO, DUR. TRAD. HRS, AGENT/BROKER FOR SEV. INS. COS TO SELL LIFE, DIS., AND LTC. DONE UNDER NL FINANCIAL ALLIANCE LETTER HEAD, MY BUSINESS OFFICE IS IN ME.* NATIONAL LIFE INSURANCE COMPANY. 70 EVERGREEN LANE, WINDHAM, ME 04062. INV REL. INS AGENT. SALES AGENT. 8/1/83-PRESENT. 160 HRS/MO. DURING TRADE HRS. I AM AN AGENT FOR SEVERAL INS COMPANIES TO SELL L, D, AND H INS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-08-21

Designations

• Chartered Financial Consultant