Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Leavitt is a financial advisor with over 20 years of experience in the financial services industry. Scott Leavitt is currently registered with Ameritas Advisory Services, LLC and has a Series 6, Series 7, Series 63, and Series 65 licenses. Scott Leavitt's previous employers include The O.N. Equity Sales Company, MML Investors Services, LLC, Symetra Investment Services, Inc., Princor Financial Services Corporation, and Ameritas Investment Corp. Scott Leavitt specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
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
ID
11/01/2021 - Present
Ameritas Advisory Services, LLC (BOISE ID)
ID
11/11/2015 - 07/07/2017
THE O.N. EQUITY SALES COMPANY (Pocatello ID)
ID
01/02/2013 - 09/18/2015
MML INVESTORS SERVICES, LLC (BOISE ID)
ID
03/28/2008 - 12/17/2012
SYMETRA INVESTMENT SERVICES, INC. (BOISE ID)
ID
01/23/2006 - 12/31/2007
PRINCOR FINANCIAL SERVICES CORPORATION (BOISE ID)
OH
06/19/2003 - 12/31/2005
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
NE
04/20/2000 - 07/22/2003
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 01/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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