Unclaimed
Scott Everett Graul is a financial advisor with over 25 years of experience in the industry. Scott is currently registered with Osaic Wealth, Inc. and has previously held positions at Woodbury Financial Services, Inc. and Questar Capital Corporation. Scott has a wide range of experience in financial planning, portfolio management, and investment services. Scott is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
1
2
MN
01/19/2024 - Present
Osaic Wealth, Inc. (MINNETONKA MN)
MN
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MINNETONKA MN)
MN
10/22/2018 - 03/01/2019
QUESTAR CAPITAL CORPORATION (MINNETONKA MN)
MN
09/14/2006 - 03/08/2018
SCOTTRADE, INC. (MINNEAPOLIS MN)
IA
02/03/2005 - 03/15/2006
SCOTTRADE, INC. (DES MOINES IA)
NE
10/30/1995 - 02/02/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
BOTH
Issued 06/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/02/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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