Unclaimed
Scott Andrew Lauer is a financial advisor with over 20 years of experience in the financial services industry. Scott is registered with Osaic Wealth, Inc., a financial firm with a focus on providing financial planning and investment management services. Scott has also been registered with other financial firms like MML Investors Services, LLC and MSI Financial Services, Inc., gaining experience in different aspects of the industry. Scott has a strong track record of success in helping clients achieve their financial 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.
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
PA
01/24/2025 - Present
Osaic Wealth, Inc. (NEW ALEXANDRIA PA)
PA
03/25/2017 - 08/08/2017
MML INVESTORS SERVICES, LLC (DELMONT PA)
PA
02/04/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DELMONT PA)
PA
02/04/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DELMONT PA)
MO
06/04/2002 - 01/06/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 06/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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