Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Joseph Schwartz is an investment advisor representative with Plante Moran Financial Advisors, a firm that serves individuals, corporations, charitable organizations, and family foundations. Scott has been in the financial services industry since 2014 and holds the Series 65 license. He is a Certified Financial Planner and provides services such as financial planning, portfolio management for businesses and individuals. Scott has experience working for both Plante Moran Financial Advisors and the Michigan Export Growth Program.
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.
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.
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IL
03/10/2023 - Present
Plante Moran Financial Advisors (Chicago IL)
IA
Issued 04/02/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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