Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allen Pfeil is a financial advisor with over 25 years of experience in the financial services industry. Scott is currently registered with Eagle Strategies LLC, a firm with over 1,800 investment advisor representatives and over 1500 licensed agents. Prior to joining Eagle Strategies LLC, Scott was registered with QA3 Financial Corp., Thrivent Investment Management Inc., Lutheran Brotherhood Securities Corp., and Wells Fargo Brokerage Services, L.L.C. Scott has a broad range of experience in the financial services industry and has a strong commitment to providing clients with personalized service. Scott holds Series 7, 24, 51, and 66 licenses and the SIE designation. Scott is a Chartered Financial Consultant and is also a volunteer for Grace Hill Church, leading their security team and serving as an elder. Scott is committed to providing his clients with the highest quality financial advice and guidance.
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.
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.
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2
NE
02/11/2011 - Present
Eagle Strategies LLC (OMAHA NE)
NE
04/08/2004 - 08/09/2004
QA3 FINANCIAL CORP. (OMAHA NE)
MN
07/01/2002 - 04/06/2004
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
10/16/2000 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
MN
02/05/1997 - 10/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 09/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2010
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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