Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Larry Schlappi is an Investment Advisor Representative who has been in the industry since 1986. Scott is currently registered with Global Retirement Partners LLC in Arizona and Utah. Scott has previously been registered with firms such as PURSHE KAPLAN STERLING INVESTMENTS, RAYMOND JAMES FINANCIAL SERVICES, INC., and PRINCOR FINANCIAL SERVICES CORPORATION. Scott offers investment advisory services, such as financial planning, pension consulting, and selection of other advisors, to individuals, businesses, and pension and profit-sharing plans.
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.
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2
AZ
06/09/2022 - Present
Global Retirement Partners LLC (Scottsdale AZ)
AZ
09/10/2013 - 12/17/2014
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
04/16/2009 - 10/17/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
AZ
06/16/1987 - 05/04/2009
PRINCOR FINANCIAL SERVICES CORPORATION (PHOENIX AZ)
NA
12/17/1986 - 04/29/1987
AMERICAN FUNDS & TRUSTS INCORPORATED
BOTH
Issued 12/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/17/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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