Unclaimed
Scott Krzeminski is an investment advisor representative with William Blair. Scott has been in the industry since 1995 and has experience in a variety of areas, including portfolio management for businesses, individuals, and pooled investment vehicles. Scott also offers selection of other advisors and financial planning services. Scott has held previous positions with Morgan Stanley, Citigroup Global Markets Inc., First Union Securities, Inc., and Everen Clearing Corp. Scott is licensed in multiple states including Illinois, Connecticut, Florida, Maine, Massachusetts, Missouri, Nevada, New Hampshire, New York, Rhode Island, Vermont, and Virginia.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
1
2
IL
08/06/2014 - Present
William Blair (CHICAGO IL)
IL
06/01/2009 - 07/14/2014
MORGAN STANLEY (DEERFIELD IL)
WI
06/21/2000 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MADISON WI)
MO
01/02/1996 - 05/18/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
WI
12/09/1994 - 01/12/1996
EVEREN CLEARING CORP. (MILWAUKEE WI)
IA
Issued 09/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/04/2019
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 03/18/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/22/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2005
Series 3 - National Commodity Futures Examination
BC
Issued 12/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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