Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Tonkovich is a financial advisor with LPL Financial LLC. Scott has been in the financial industry since 2004. Scott is registered with the state of Indiana and is licensed to offer securities products and services. Scott specializes in financial planning, portfolio management, and investment advisory services. Scott is a highly experienced and qualified advisor who can help you meet your 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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
10/14/2019 - Present
LPL Financial LLC (ELKHART IN)
IN
06/04/2015 - 09/13/2019
CUNA BROKERAGE SERVICES, INC. (GOSHEN IN)
IN
11/14/2014 - 05/28/2015
LPL FINANCIAL LLC (ELKHART IN)
IN
07/17/2007 - 11/18/2014
CETERA ADVISOR NETWORKS LLC (MISHAWAKA IN)
IN
04/05/2006 - 06/15/2007
NATCITY INVESTMENTS, INC. (ELKHART IN)
IA
05/28/2003 - 10/24/2005
EQUITRUST MARKETING SERVICES, LLC (WEST DES MOINES IA)
IA
Issued 08/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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