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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Vineberg is a financial advisor with LPL Financial LLC. Scott has been in the financial industry since 2004 and has worked with both Securities America, Inc. and Securities Service Network, LLC in the past. Scott is registered in 21 states across the US. He is a Certified Financial Planner with a specialization in investments, insurance, retirement planning, college savings, and estate planning. Scott has expertise in working with individuals, families, corporations, and institutions. He is also a registered investment advisor with the state of California. Scott's focus is on providing comprehensive financial planning and investment management services to help 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.
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.
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AZ
12/18/2020 - Present
LPL Financial LLC (SCOTTSDALE AZ)
AZ
09/18/2020 - 12/21/2020
SECURITIES AMERICA, INC. (SCOTtSDALE AZ)
AZ
07/27/2009 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (SCOTtSDALE AZ)
AZ
04/21/2006 - 07/30/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
CA
10/13/2004 - 03/22/2006
ROYAL ALLIANCE ASSOCIATES, INC. (LOS ANGELES CA)
CA
06/18/2004 - 09/23/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
BOTH
Issued 12/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/17/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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