Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Edward Bretl is an Investment Advisor Representative with FSR Wealth Management, Ltd., located in Elmhurst, IL. Scott Bretl has 30 years of experience in the financial services industry. Scott Bretl's previous employers include GWN Securities Inc., Multi-Financial Securities Corporation, Legacy Financial Services, Inc., MTL Equity Products, Inc., Waterstone Financial Group, Inc., L.M. Kohn & Company, The O.N. Equity Sales Company and Terra Securities Corporation. Scott Bretl holds Series 6, 7, 24 and 63 licenses and a Series 65 license. Scott Bretl specializes in providing financial planning, portfolio management for individuals and selection of other advisers.
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.
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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IL
07/12/2017 - Present
FSR Wealth Management, Ltd. (ELMHURST IL)
IL
01/15/2008 - 02/27/2008
GWN SECURITIES INC. (ELMHURST IL)
IL
07/18/2007 - 01/30/2008
MULTI-FINANCIAL SECURITIES CORPORATION (ELMHURST IL)
IL
11/14/2006 - 07/18/2007
LEGACY FINANCIAL SERVICES, INC. (ELMHURST IL)
IL
05/12/2005 - 11/06/2006
MTL EQUITY PRODUCTS, INC. (ELMHURST IL)
MA
06/30/2000 - 05/09/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
OH
06/15/1998 - 07/03/2000
L.M. KOHN & COMPANY (CINCINNATI OH)
OH
03/23/1994 - 06/12/1998
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
AZ
10/04/1993 - 03/25/1994
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
OH
06/28/1993 - 11/04/1993
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
AZ
02/28/1991 - 06/29/1993
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IL
11/08/1990 - 03/07/1991
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 10/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2002
Series 24 - General Securities Principal Examination
BC
Issued 07/09/1991
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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