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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Szymula is a financial advisor currently registered with Prime Capital Financial in Overland Park, Kansas. Scott has been in the financial industry since 2008 and has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Scott has held previous roles at LPL Financial LLC, Wells Fargo Advisors Financial Network, LLC, and Edward Jones.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
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2
KS
01/12/2024 - Present
Prime Capital Financial (OVERLAND PARK KS)
MO
07/15/2013 - 04/02/2015
LPL FINANCIAL LLC (CREVE COUER MO)
MO
01/11/2010 - 07/16/2013
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CREVE COEUR MO)
IL
12/11/2008 - 07/10/2009
EDWARD JONES (TROY IL)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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