Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Metzner is a financial advisor with Stifel Independent Advisors, LLC. Scott has been in the financial services industry for over 20 years, working with clients in Port Huron, MI. Scott is a licensed Series 66, 63, 7, 9 and 10. Scott has previously worked with Wells Fargo Advisors, LLC and A. G. Edwards & Sons, Inc. Scott provides financial planning, portfolio management for individuals and businesses and pension consulting.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
10/01/2019 - Present
Stifel Independent Advisors, LLC (PORT HURON MI)
MI
06/03/2010 - 10/01/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PORT HURON MI)
MI
01/01/2008 - 06/04/2010
WELLS FARGO ADVISORS, LLC (PORT HURON MI)
MI
03/07/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PORT HURON MI)
BOTH
Issued 04/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/25/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Metzner is the right advisor for you? Invested Better is here to help.
