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 Sidor is an investment advisor representative at Creativeone Wealth, LLC. Scott is registered with the state of Illinois. Scott has been in the industry since 1998. Scott has a Series 6, Series 63, and Series 65 license. Scott is a Registered Investment Advisor with experience providing financial planning services to individuals and businesses. Scott has a background in insurance sales and marketing, and bookkeeping.
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.
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.
Strategic management for diversified investment portfolios.
Sub adviser services
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.
Sub-adviser fees/solicitor fees
1
2
KS
05/09/2024 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
MA
01/03/2007 - 05/07/2007
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
IL
01/23/2006 - 12/07/2006
J.W. COLE FINANCIAL, INC. (PORT BYRON IL)
MA
09/29/2004 - 12/31/2005
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MN
04/20/2000 - 09/29/2004
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
01/28/1999 - 04/27/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MN
10/22/1998 - 01/05/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 09/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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