Scott Doyle

About Scott Doyle

Scott Doyle is a Investment Advisor Representative with 25 years experience in the financial service industry. Scott\'s philosophy is to first help ensure client\'s have a sound safety net with savings and insurance protection. Scott will then build a plan to help clients work toward their financial goals. Scott will use full service brokerage accounts, money management accounts, college 529 plans, variable and fixed annuities, life insurance and retirement accounts based on the clients\' needs and suitability. Scott does not believe in a one size fits all approach with clients. Scott\'s attention to detail, good listening skills and great empathy are symbols to provide superior customer service to clients. Scott will tailor make a financial plan for each client. Scott is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service. Scott Doyle is registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC. 6451 North Federal Highway, Suite 1201, FT. Lauderdale, FL (95••••••71. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Shield Capital is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.\"Likes\", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Scott Doyle and/or Shield Capital; positive reviews of experiences with Scott Doyle and/or Shield Capital may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws. New Jersey insurance license number 15•••71

Experience

1. President

   Shield Capital

   Aug 2018 — Present

Education

• University of Phoenix

  Bachelor of Science (BS)

Skills

• Employee Benefits
• Mutual Funds
• Finra Series 65-Uniform Investment Advisor Law
• Financial Services
• Nj and Ny Life and Health Insurance Licenses
• Private Equity
• Finra Series 63-Uniform Securities Agent State Law
• Fixed Annuities
• Insurance
• Investments
• Series 7
• Trading
• Options
• Iras
• Asset Allocation
• Portfolio Management
• Wealth Management
• Life Insurance
• Finra Series 7-General Securities Representative
• Management