Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Martin is a financial advisor with Kingsview Wealth Management, LLC, a firm that manages over $4.8 billion in assets. Scott has over 17 years of experience in the financial services industry. Scott is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative and is licensed in Illinois, Louisiana and Texas. Scott's areas of expertise include financial planning, portfolio management, and selection of other advisors. Scott offers a variety of services, including financial planning, portfolio management, and selection of other advisors. He serves individuals, high-net-worth individuals, corporations, investment companies, and charitable organizations. Scott is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Strategic management for diversified investment portfolios.
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
IL
04/20/2017 - Present
Kingsview Wealth Management, LLC (Chicago IL)
IL
08/01/2012 - 06/10/2016
SECURITIES AMERICA, INC. (CHICAGO IL)
IL
09/04/2009 - 08/01/2012
AUSDAL FINANCIAL PARTNERS, INC. (CHICAGO IL)
IL
11/11/2010 - 12/23/2010
QA3 FINANCIAL CORP. (CHICAGO IL)
IL
01/13/2006 - 09/04/2009
WATERSTONE FINANCIAL GROUP, INC. (CHICAGO IL)
IL
08/23/2004 - 12/31/2005
VSR FINANCIAL SERVICES, INC. (CHICAGO IL)
MA
08/27/2003 - 08/23/2004
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
12/04/2001 - 03/14/2002
ADVANCED EQUITIES, INC. (CHICAGO IL)
NE
04/26/2001 - 08/15/2001
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 04/11/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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