Unclaimed
Scott Lickteig is a financial advisor registered with Kestra Advisory Services, LLC. He has been working in the financial industry since August 1996, providing financial advice and investment management services. He has a wide range of experience and expertise. Scott is also a current trustee of the Berglund Westlund Foundation and will be assuming the role of President of the First Covenant Foundation in 2024.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
12/14/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NE
04/18/2018 - 12/14/2021
AMERITAS INVESTMENT COMPANY, LLC (LINCOLN NE)
NE
11/02/2005 - 04/05/2018
SECURITIES AMERICA, INC. (LAVISTA NE)
TX
11/02/1999 - 10/10/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
05/26/1998 - 01/31/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NE
07/03/1996 - 06/10/1998
AMERITRADE (BELLEVUE NE)
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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