Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Cimo is a financial advisor with LPL Financial LLC, based in Downers Grove, Illinois. Scott has been a registered representative in the financial services industry since 2006 and has held previous positions at J.P. Morgan Securities LLC and Chase Investment Services Corp. Scott holds a Series 6, 7, 63, and 66 license and has a broad range of experience serving a variety of clients, including high-net-worth individuals, corporations, and pension 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.
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
IL
01/22/2024 - Present
LPL Financial LLC (DOWNERS GROVE IL)
IL
11/05/2015 - 04/14/2021
J.P. MORGAN SECURITIES LLC (DOWNERS GROVE IL)
IL
08/01/2006 - 09/17/2012
CHASE INVESTMENT SERVICES CORP. (GLEN ELLYN IL)
BOTH
Issued 11/25/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Cimo is the right advisor for you? Invested Better is here to help.
