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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 Frederick Klimo is a financial advisor with Saturna Capital Corp. Scott has been in the financial industry since 2007. Scott is registered with the state of Washington and has held multiple licenses and certifications including the Series 7, Series 24, and Series 66. Scott provides a range of investment advisory services, including financial planning and portfolio management for individuals, investment companies, and pooled investment vehicles. Scott is also a Chartered Financial Analyst (CFA).
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
01/03/2013 - Present
Saturna Capital Corp. (BELLINGHAM WA)
CO
01/30/2000 - 08/21/2001
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
CT
09/02/1997 - 03/24/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
01/03/1995 - 09/02/1997
SBC WARBURG, INC. (NEW YORK NY)
NY
06/01/1994 - 01/03/1995
SBCI SWISS BANK CORPORATION INVESTMENT BANKING INC. (NEW YORK NY)
BOTH
Issued 12/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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