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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 Reinke is a financial advisor with Fidelity Personal And Workplace Advisors, with over 9 years of experience in the industry. Scott is licensed in 29 states and holds FINRA Series 6, 7, and 66 licenses. He specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and businesses. He is also a Certified Financial Planner. Scott is committed to helping his clients achieve their financial goals. Previously, Scott was a Financial Advisor with VALIC Financial Advisors, Inc. and J.P. Morgan Securities LLC.
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.
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.
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.
1
2
OR
09/29/2023 - Present
Fidelity Personal AND Workplace Advisors (TIGARD OR)
OR
10/30/2018 - 03/12/2019
VALIC FINANCIAL ADVISORS, INC. (PORTLAND OR)
OR
12/13/2017 - 11/23/2018
J.P. MORGAN SECURITIES LLC (WEST LINN OR)
AZ
06/20/2014 - 11/24/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 11/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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