Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gettel is an investment advisor representative with Robert W. Baird & Co. Inc. He has been in the industry since March 28, 2001, and holds the following licenses: Series 31, Series 7, Series 66, and SIE. Scott Gettel is also a board member of the Ronald McDonald House Charities of Oregon & SW Washington. Scott Gettel provides investment advice to individuals, businesses, investment companies, pooled investment vehicles and corporations. Scott Gettel specializes in a variety of investment areas including investment advisory, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
OR
04/07/2017 - Present
Robert W. Baird & Co. Inc. (Lake Oswego OR)
OR
03/29/2001 - 04/25/2017
RBC CAPITAL MARKETS, LLC (PORTLAND OR)
BOTH
Issued 04/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/28/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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