Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Purcell is a financial professional with over 30 years of experience in the industry. Scott has a strong background in providing comprehensive financial and insurance planning, estate planning, retirement planning, and investment advisory services. Scott is currently affiliated with Kestra Advisory Services, LLC, a firm that provides investment advisory services. In addition to his work with Kestra, Scott is also a partner with PMW Real Estate Management LLC, a real estate management company. Scott's experience and expertise make him a valuable resource for individuals and businesses seeking financial guidance.
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.
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.
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2
PA
03/25/2019 - Present
Kestra Advisory Services, LLC (PITTSBURGH PA)
WI
02/15/1994 - 04/01/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
02/15/1994 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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