Unclaimed
Scott John Marn has over 30 years of experience in the financial services industry. Scott has a strong background in investments and financial planning. Scott is a Certified Financial Planner™ professional and currently holds registrations with LPL Financial LLC and Timeless Wealth Advisors. Scott specializes in providing financial advice to individuals, families, and businesses. Scott is committed to helping clients achieve 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.
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
OH
01/10/2025 - Present
LPL Financial LLC (MENTOR OH)
OH
01/01/2008 - 01/18/2011
WELLS FARGO ADVISORS, LLC (MENTOR OH)
OH
06/28/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MENTOR OH)
PA
03/22/1994 - 07/01/1996
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
MN
12/21/1992 - 03/24/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/21/1992 - 03/24/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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