Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kleiman is a financial advisor with over 25 years of experience in the financial services industry. Scott is registered with LPL Financial LLC, and has been in their employ since June 2001. Scott is a Series 7, 6, 63, 65, and 24 licensed advisor and has a proven track record of helping his clients reach their financial goals. Scott specializes in providing financial planning, investment management, and retirement planning services. Scott is committed to providing his clients with personalized service and a comprehensive approach to financial planning.
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
PA
03/12/2012 - Present
LPL Financial LLC (DOYLESTOWN PA)
NJ
11/02/1999 - 06/12/2001
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
SC
02/16/1999 - 10/29/1999
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
PA
09/09/1991 - 12/03/1992
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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