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 Wertz is a financial advisor with The Huntington Investment Co. based in Melrose Park, IL. Scott has been a financial advisor for over 25 years, and has a diverse background in financial services. Scott has been registered with the Securities and Exchange Commission (SEC) since 2017.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
02/01/2017 - Present
THE Huntington Investment Co. (Melrose Park IL)
IL
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (CHICAGO IL)
IL
03/11/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (HILLSIDE IL)
IL
03/09/2010 - 03/12/2013
CCO INVESTMENT SERVICES CORP. (ST. CHARLES IL)
IL
05/29/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (DARIEN IL)
IL
03/09/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (DARIEN IL)
IL
01/21/2003 - 01/26/2007
LASALLE FINANCIAL SERVICES, INC. (SCHAUMBURG IL)
MO
07/09/2001 - 01/22/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
MI
01/31/1995 - 07/16/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/23/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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