Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Steinke is a financial advisor with over 40 years of experience in the industry. Scott is currently registered with Stifel, Nicolaus & Company, Inc. and previously worked for B. C. Ziegler and Company. Scott has a broad range of experience, serving individuals, corporations, charitable organizations, insurance companies, high net worth individuals, banking or thrift institutions, pension and profit sharing plans, and state or municipal government entities. Scott is a Series 7, Series 24, Series 63, and Series 65 licensed professional.
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.
1
2
WI
03/16/2018 - Present
Stifel, Nicolaus & Company, Inc. (WAUKESHA WI)
WI
02/17/1989 - 03/16/2018
B. C. ZIEGLER AND COMPANY (WAUKESHA WI)
NA
07/22/1982 - 05/03/1988
B. C. ZIEGLER AND COMPANY
IA
Issued 03/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Steinke is the right advisor for you? Invested Better is here to help.
