Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kahle is a financial advisor who has been in the industry since 1999. Scott is currently registered with Osaic Wealth, Inc. and has been with the firm since September 2023. Scott previously worked with Sagepoint Financial, Inc., LPL Financial LLC, Mutual Service Corporation, American General Securities Incorporated and Franklin Financial Services Corporation. Scott has been licensed to sell securities in Ohio and Indiana since 2003 and holds the Series 6 and SIE licenses. Scott has been specializing in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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.
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
09/01/2023 - Present
Osaic Wealth, Inc. (KALIDA OH)
OH
11/20/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (KALIDA OH)
OH
09/08/2009 - 12/03/2014
LPL FINANCIAL LLC (KALIDA OH)
OH
08/22/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (KALIDA OH)
OH
10/01/2002 - 08/27/2008
AMERICAN GENERAL SECURITIES INCORPORATED (KALIDA OH)
TX
01/25/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 07/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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