Unclaimed
Scott Fanatico is a financial advisor with Kestra Advisory Services, LLC in Austin, Texas. Scott specializes in providing financial advice to individuals, families, and businesses. Scott has been working in the financial industry since 1997. Scott is a registered representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC. Scott has a wide range of experience in the financial industry, including portfolio management, financial planning, and investment advisory services. Scott holds a Series 7, 63, 65, and 24 licenses and is registered in multiple states.
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.
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
TX
01/23/2025 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
01/01/2008 - 05/05/2016
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
11/16/1995 - 11/07/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 09/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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