Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Matthew Grenier is a financial advisor with over 20 years of experience in the industry. Scott is a Certified Financial Planner and Chartered Financial Consultant with a Series 7, 10, 9, 63 and 65 licenses. Scott is currently registered with Robert W. Baird & Co. Inc. and previously held positions at Cleary Gull Inc., M&I Brokerage Services, Inc. and TD Waterhouse Investor Services, Inc. Scott specializes in providing financial planning, portfolio management, and investment advisory services for individuals, families, and businesses. He is committed to providing personalized and comprehensive financial advice that meets his clients' unique needs. Scott has a strong understanding of the financial markets and a proven track record of success in helping clients achieve 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.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
WI
12/03/2010 - Present
Robert W. Baird & Co. Inc. (MILWAUKEE WI)
WI
01/11/2006 - 12/01/2010
CLEARY GULL INC. (MILWAUKEE WI)
WI
09/24/2002 - 01/04/2006
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
NE
11/15/2000 - 09/23/2002
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 09/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/13/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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