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 Staschke is a financial advisor at LPL Financial LLC. Scott has been working in the financial industry since 2000 and has a diverse background. Scott has held previous positions at ROYAL ALLIANCE ASSOCIATES, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Scott holds Series 4, 7, 24, 52TO, 53, and 63 licenses. Scott also holds the Certified Financial Planner designation. Scott currently provides financial planning and 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.
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.
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2
CT
10/26/2022 - Present
LPL Financial LLC (GUILFORD CT)
CT
01/12/2001 - 10/26/2022
ROYAL ALLIANCE ASSOCIATES, INC. (GUILFORD CT)
MA
08/30/2000 - 01/25/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/30/2000 - 01/25/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/29/2012
Series 24 - General Securities Principal Examination
BC
Issued 02/16/2012
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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