Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Duane Sarkela is a financial advisor with over 30 years of experience. Scott is currently registered with Osaic Wealth, Inc. in Minnesota and several other states. Scott has a broad range of experience, including working with individuals, businesses, and institutions. Scott is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Scott also has experience working with Securities America, Inc. and Fintegra, LLC in the past. Scott holds Series 6, 7, 63, and 65 securities licenses and has a strong track record of success. Scott is committed to providing his clients with the highest level of service and expertise.
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.
A percentage of the total value of assets under management is charged.
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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (GRAND RAPIDS MN)
MN
07/20/2015 - 06/14/2024
SECURITIES AMERICA, INC. (GRAND RAPIDS MN)
MN
10/01/2003 - 07/23/2015
FINTEGRA, LLC (GRAND RAPIDS MN)
NY
08/23/2002 - 10/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
MN
07/01/2002 - 08/20/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
09/20/1991 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 09/17/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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