Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alton Ueckert is an investment advisor representative at The Mather Group, LLC, a firm headquartered in Chicago, IL. Scott has over 15 years of experience in the financial services industry, and has held prior roles at LPL FINANCIAL LLC, PROEQUITIES, INC., LPL FINANCIAL CORPORATION, WOODBURY FINANCIAL SERVICES, INC., and LINCOLN FINANCIAL ADVISORS CORPORATION. Scott holds the Series 63, Series 65, SIE, and Series 7 licenses. Scott specializes in providing financial planning, portfolio management, and educational seminars for individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans.
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.
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.
A percentage of total net worth
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2
IL
04/19/2018 - Present
THE Mather Group, LLC (CHICAGO IL)
TX
11/29/2012 - 05/16/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
03/10/2009 - 12/19/2012
PROEQUITIES, INC. (HOUSTON TX)
TX
03/10/2008 - 01/28/2009
LPL FINANCIAL CORPORATION (HOUSTON TX)
TX
08/14/2007 - 03/17/2008
WOODBURY FINANCIAL SERVICES, INC. (HUMBLE TX)
TX
06/20/2003 - 08/14/2007
LINCOLN FINANCIAL ADVISORS CORPORATION (HOUSTON TX)
IN
06/20/2003 - 05/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 07/09/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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