Unclaimed
Scott McGovney is a financial advisor with LPL Financial LLC in GLEN ELLYN, IL. Scott has been in the financial services industry since 1986 and is a Certified Financial Planner. Scott has experience working with high-net-worth individuals, corporations and other businesses, insurance companies, investment companies, charitable organizations, pension and profit-sharing plans, state or municipal government entities, and other investment advisors. Scott specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Selection of Other Advisers and Educational Seminars. Scott is registered to offer securities in Alabama, Arkansas, Florida, Illinois, and Missouri.
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
01/28/2010 - Present
LPL Financial LLC (GLEN ELLYN IL)
IL
02/01/2008 - 11/10/2009
LPL FINANCIAL CORPORATION (GLEN ELLYN IL)
IL
03/22/2005 - 02/11/2008
NORTH STAR INVESTMENT SERVICES, INC. (GLEN ELLYN IL)
IL
02/01/1999 - 03/23/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
03/05/1992 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
03/22/1989 - 02/10/1992
GARY-WHEATON INVESTMENT SERVICES, INC.
NA
08/19/1986 - 03/23/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
IA
Issued 03/11/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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