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 Steineman is a financial advisor based in Sidney, Ohio. Scott is currently registered with United Planners' Financial Services Of America A Limited Partner. Scott has been in the financial industry since January 2015 and is currently licensed to conduct business in Ohio. In addition to United Planners' Financial Services Of America A Limited Partner, Scott has previously been employed by Avantax Investment Services, Inc. and 1ST GLOBAL CAPITAL CORP. Scott is a Series 66, Series 7 and SIE exam holder. Scott is also the owner of McCrate DeLaet & Co, which is a tax preparation, accounting, and bookkeeping firm.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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
OH
09/06/2022 - Present
United Planners' Financial Services OF America A Limited Partner (SIDNEY OH)
OH
10/25/2019 - 09/12/2022
AVANTAX INVESTMENT SERVICES, INC. (SIDNEY OH)
OH
01/14/2015 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SIDNEY OH)
BOTH
Issued 01/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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