Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Petranek is a financial advisor who has been in the industry since 1990. Scott is currently registered with Cambridge Investment Research Advisors, Inc. in Cincinnati, Ohio. Scott has a wide range of experience in the financial services industry, having previously worked with LPL Financial, Fifth Third Securities, Inc., Fidelity Brokerage Services, Inc., Prudential Securities Incorporated, and Hibbard Brown & Co., Inc. Scott has a strong background in investments, financial planning, and retirement planning. Scott is a Certified Financial Planner and holds the Series 3, 7, 63 and 65 licenses. Scott is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
11/17/2015 - Present
Cambridge Investment Research Advisors, Inc. (Cincinnati OH)
OH
11/13/2008 - 11/24/2015
LPL FINANCIAL LLC (CINCINNATI OH)
OH
01/07/2000 - 12/03/2008
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
05/03/1993 - 01/24/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
03/05/1991 - 05/06/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/27/1990 - 03/25/1991
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 05/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1992
Series 3 - National Commodity Futures Examination
BC
Issued 06/25/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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