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 Webster has been in the financial industry since December 2000 and is currently registered with LPL Financial LLC in Wisconsin and Texas. Prior to joining LPL, Scott was associated with SAGEPOINT FINANCIAL, INC. in DePere, WI from March 2011 to September 2023 and Edward Jones in Green Bay, WI from December 2000 to March 2011. Scott holds Series 63 and 65 licenses as well as Series 7 and SIE registrations. Scott is a strong advocate for financial planning and helps his clients create and implement financial plans to reach their goals.
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.
1
2
WI
08/31/2023 - Present
LPL Financial LLC (DE PERE WI)
WI
03/25/2011 - 09/02/2023
SAGEPOINT FINANCIAL, INC. (DEPERE WI)
WI
12/06/2000 - 03/29/2011
EDWARD JONES (GREEN BAY WI)
IA
Issued 06/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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