Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Duwayne Scheer is a financial professional with over 30 years of experience in the industry. Scott is currently registered with Eagle Strategies LLC, where he is a registered investment advisor representative. Scott is also a registered representative of the firm. Scott has been with Eagle Strategies LLC since 2006. Prior to that, Scott worked at Harbour Investments, Inc. , PEBSCO SECURITIES CORP. and Metlife Securities Inc. and Metropolitan Life Insurance Company. Scott holds Series 6, 7, 63 and SIE licenses. Scott is also a Chartered Financial Consultant. Scott specializes in providing financial planning, portfolio management for individuals, and educational seminars to clients. Scott has also provided pension consulting services in the past. Scott is active in the community, serving on the board of the Wisconsin Potato & Vegetable Growers Association, Inc. - Associate Division. 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.
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
01/05/2006 - Present
Eagle Strategies LLC (APPLETON WI)
WI
03/30/1992 - 06/13/1994
HARBOUR INVESTMENTS, INC. (MADISON WI)
OH
11/23/1990 - 01/30/1992
PEBSCO SECURITIES CORP. (COLUMBUS OH)
MA
02/26/1988 - 12/04/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/26/1988 - 12/04/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 03/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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