Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Vollrath is a financial professional with over 27 years of experience in the industry. Scott has a strong background in providing financial planning, portfolio management, and consulting services to both individuals and businesses. Scott is a registered representative with LPL Enterprise, LLC, and holds a variety of licenses and certifications including the Series 6, 7, 24, 26, 51, and 66 licenses. Scott is committed to helping clients achieve their financial goals through personalized guidance and tailored strategies.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/14/2024 - Present
LPL Enterprise, LLC (UNIONTOWN OH)
OH
10/30/1996 - 04/17/2020
PRUCO SECURITIES, LLC. (MAYFIELD HEIGHTS OH)
BOTH
Issued 01/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/15/2012
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/18/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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