Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Burnoski is an investment advisor representative who has been in the industry since 2014. Scott is currently registered with LPL Financial LLC. Previously, Scott was registered with BMO Harris Financial Advisors, Inc. and J.P. Morgan Securities LLC. Scott has passed the Series 6, Series 7, Series 63, and Series 65 exams. Scott is registered in multiple states including Arizona, Colorado, Florida, Illinois, Iowa, Michigan, Minnesota, Missouri, New Mexico, and Wisconsin. Scott provides investment advisory services to individuals, businesses, investment clubs, charitable organizations, and pension and profit-sharing plans. Scott is also a varsity football coach.
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.
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2
WI
03/24/2021 - Present
LPL Financial LLC (GREEN BAY WI)
WI
04/13/2015 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (GREEN BAY WI)
WI
03/21/2014 - 03/04/2015
J.P. MORGAN SECURITIES LLC (GREEN BAY WI)
IA
Issued 04/13/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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