Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Biltz is a financial advisor who has been in the industry since September 1995. He is currently registered with United Planners' Financial Services of America A Limited Partner as a Registered Representative. Scott has previously worked with MetLife Securities Inc., Metropolitan Life Insurance Company, The Advisors Group, Inc. and WMA Securities, Inc. Scott is a Chartered Financial Consultant. Scott has also been active in other business ventures. He is an agent for non-variable insurance and the president of Grandsons Gameland LLC. Scott is licensed to sell securities in Pennsylvania.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
10/05/2007 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
PA
11/10/1999 - 10/12/2007
METLIFE SECURITIES INC. (PALMYRA PA)
PA
11/10/1999 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (PALMYRA PA)
MD
03/11/1997 - 11/03/1999
THE ADVISORS GROUP, INC. (BETHESDA MD)
GA
09/21/1995 - 03/18/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2004
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Biltz is the right advisor for you? Invested Better is here to help.
