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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Erik Aabel is a financial advisor with Spire Wealth Management, LLC based in Osprey, FL. He has been in the industry since 1991 and has held multiple licenses with different firms over the years. He is currently registered in Florida as an investment advisor representative and a registered representative. Aabel works with a range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. He provides a variety of financial services, including financial planning, portfolio management, retirement planning, insurance planning, and estate planning. Aabel also holds licenses in the states of Florida, Minnesota and Massachusetts.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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
FL
01/06/2017 - Present
Spire Wealth Management, LLC (Osprey FL)
FL
01/07/2016 - 08/10/2016
INVESTORS CAPITAL CORP. (NOKOMIS FL)
FL
03/14/2013 - 01/12/2016
SAGEPOINT FINANCIAL, INC. (NOKOMIS FL)
FL
05/01/1991 - 04/10/2013
PRIME CAPITAL SERVICES, INC. (NOKOMIS FL)
MN
02/21/1991 - 05/02/1991
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 05/23/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1993
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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