Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lange is a financial advisor with Edward Jones. Scott has been working in the financial services industry since 1999. Scott has a Series 7, Series 6, Series 63, and Series 66 license and holds registrations in several states. Scott has experience in working with individual clients, businesses, pension and profit-sharing plans, corporations, high net worth individuals, charities, and partnerships. Scott is committed to providing personalized financial advice to help clients reach their financial goals.
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.
See schedule d - miscellaneous
1
2
IL
10/13/2022 - Present
Edward Jones (GENEVA IL)
OH
04/18/2011 - 09/18/2018
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
IL
10/26/2010 - 02/25/2011
JAMES T. BORELLO & CO. (EAST DUNDEE IL)
NJ
06/28/2006 - 10/25/2010
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
MN
01/06/2004 - 06/29/2006
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CA
01/14/2002 - 02/28/2003
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CA
02/16/2001 - 01/22/2002
KELMOORE INVESTMENT COMPANY, INC. (PALO ALTO CA)
IL
02/23/2000 - 12/05/2000
AFD, INC. (NORTHBROOK IL)
TX
12/02/1998 - 02/23/2000
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MN
09/08/1997 - 12/22/1998
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
MN
07/28/1995 - 09/07/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
BOTH
Issued 10/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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