Unclaimed
Scott Katzenbarger is an experienced financial advisor with over 27 years in the industry. Currently, Scott is a registered representative with LPL Financial LLC in Gaithersburg, MD. Prior to joining LPL Financial LLC, Scott worked for Ameriprise Financial Services, LLC and Ameriprise Advisor Services, Inc. Scott has a strong track record of providing investment advice and financial planning services to individual clients, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MD
06/30/2023 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
10/05/2009 - 07/06/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Gaithersburg MD)
MD
05/03/1996 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (ROCKVILLE MD)
IA
Issued 11/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/28/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Katzenbarger is the right advisor for you? Invested Better is here to help.