Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Anthony Lanza is a financial advisor with Independent Financial Partners. Scott has been in the financial services industry since 1996. Scott has a Series 7, Series 24, Series 31, and Series 63 and 65 licenses. Scott is also a Certified Financial Planner. Scott works with individuals, businesses, and retirement plans. Scott is registered to provide advisory services in Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Massachusetts, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, 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.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
02/12/2021 - Present
Independent Financial Partners (Deerfield Beach FL)
FL
01/27/2005 - 05/23/2019
LPL FINANCIAL LLC (BOCA RATON FL)
AL
07/20/1998 - 02/01/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
07/29/1998 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
08/19/1997 - 07/16/1998
GRIFFIN FINANCIAL SERVICES
NY
12/20/1995 - 03/27/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 02/27/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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