Unclaimed
Scott Gerard Juergensmeyer is a financial advisor with LPL Financial LLC, a national financial services company. Scott has over 20 years of experience in the financial services industry. Scott holds the Series 3, 7 and 63 licenses, as well as the SIE. Scott is registered with the state of Missouri and several other states, including Arizona, Arkansas, Illinois, Iowa, Kansas, and Texas. Scott specializes in providing a variety of financial services, including financial planning, portfolio management, consulting, and educational seminars. Scott is dedicated to helping clients reach their financial goals. Prior to working at LPL Financial LLC, Scott was with Mutual Service Corporation and Walnut Street Securities, Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
09/08/2009 - Present
LPL Financial LLC (META MO)
MO
08/15/2002 - 09/08/2009
MUTUAL SERVICE CORPORATION (META MO)
CA
03/02/2001 - 08/20/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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