Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Oehrle is a financial advisor with over 25 years of experience in the industry. Scott is currently registered with Kestra Advisory Services, LLC and Signature Select Wealth. He is a Certified Financial Planner (CFP®) and specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Scott's clients range from high-net-worth individuals to corporations and charitable organizations. Scott has a strong commitment to serving the community and is involved with various organizations including The Hacker's Club of Fox Chapel and the Laurie Ann West Community Center.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
07/26/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
PA
07/26/1991 - 11/14/1995
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
BC
Issued 07/27/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/17/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Oehrle is the right advisor for you? Invested Better is here to help.
