Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Loochtan is an investment advisor representative who has been in the financial services industry since 1996. Scott is currently registered with Allworth Financial, LP. Scott is a Series 6, 7, 63, and 65 licensed professional. Scott has worked with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Scott provides financial planning, portfolio management, and investment advisory services.
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
CA
08/19/2022 - Present
Allworth Financial, LP (FOLSOM CA)
IL
10/27/2017 - 08/16/2022
SECURITIES AMERICA, INC. (RIVERWOODS IL)
IL
11/01/2001 - 11/01/2017
NATIONAL PLANNING CORPORATION (RIVERWOODS IL)
FL
04/01/1997 - 11/05/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
12/14/1994 - 09/28/1995
FOUNDATION INVESTORS SECURITIES CORP.
IA
Issued 12/22/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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