Unclaimed
Scott Grotelueschen is a registered representative of Park Avenue Securities LLC, a broker-dealer firm with a main office in New York City. Scott has been in the financial services industry since 1995. He is a registered investment advisor, holding the Series 7, Series 63, Series 65, and Series 24 licenses. Scott specializes in financial planning, portfolio management, and educational seminars. He has experience working with individuals, corporations, high-net-worth individuals, and charitable organizations. Scott is licensed to conduct business in Arizona, California, Colorado, Delaware, Florida, Illinois, Indiana, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, New Mexico, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/27/2021 - Present
Park Avenue Securities LLC (COLUMBUS OH)
OH
06/18/2004 - 10/17/2014
LPL FINANCIAL LLC (WESTERVILLE OH)
NY
07/25/1995 - 06/21/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/10/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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