Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Colangelo is an investment advisor representative with over 20 years of experience in the financial services industry. Scott is currently registered with Prime Capital Financial and is a member of the firm’s Overland Park, KS branch. Scott has been active in the financial services industry since 1996. Previously, Scott was with Cambridge Investment Research, Inc. for 8 years, The O.N. Equity Sales Company for 11 years, and Stifel, Nicolaus & Company, Incorporated for 1 year. Scott is a licensed securities professional holding the Series 63, Series 66, and Series 7 licenses. Scott’s background includes experience in financial planning, portfolio management, and retirement planning. Scott is committed to providing personalized financial advice and strategies to help clients reach their financial goals.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
08/11/2017 - Present
Prime Capital Financial (OVERLAND PARK KS)
KS
07/16/2010 - 04/27/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (OVERLAND PARK KS)
KS
02/17/1999 - 07/16/2010
THE O.N. EQUITY SALES COMPANY (OVERLAND PARK KS)
MO
01/09/1998 - 02/19/1999
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
02/01/1996 - 01/12/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 03/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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