Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Preece is a financial advisor with Packerland Brokerage Services, Inc. Scott has been in the financial services industry since 1998. Scott is licensed in California and Utah, and holds the Series 6, 7, 24, 63 and 65 licenses. Scott is able to provide financial planning, pension consulting, and portfolio management services.
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.
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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WI
11/01/2018 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
CA
12/10/2012 - 10/23/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
11/13/2007 - 12/07/2012
SECURITIES AMERICA, INC. (SAN CLEMENTE CA)
CA
07/19/2006 - 11/29/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (SAN DIEGO CA)
UT
05/12/2003 - 01/03/2005
FIRST WESTERN ADVISORS (HOLLADAY UT)
CA
01/25/2000 - 05/12/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
04/07/1998 - 02/01/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 04/10/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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