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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Racine is a financial advisor registered with Avantax Advisory Services. Scott Racine has been in the financial services industry since 1998 and is currently registered with the state of Wisconsin as an Investment Advisor Representative. Scott Racine has a Series 6, Series 7 and Series 63 license and holds a SIE certification. Scott Racine also holds registrations in Arizona, Florida, Georgia, Minnesota and Virginia. Scott Racine provides financial planning, pension consulting, educational seminars and other financial services to individuals, corporations, and pension plans. Scott Racine's office is located at 924 240th Street in Osceola, Wisconsin.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
WI
05/01/2000 - Present
Avantax Advisory Services (Osceola WI)
BC
Issued 12/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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