Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Behrendsen is a financial advisor currently registered with M Holdings Securities, Inc. in Portland, Oregon. Scott has been in the industry since December 6, 2017, and holds Series 6 and SIE licenses. Scott has previously worked at FIRST PALLADIUM, LLC in Fort Wayne, Indiana; MERCAP SECURITIES, LLC in Atlanta, Georgia; LINCOLN FINANCIAL ADVISORS CORPORATION in Fort Wayne, Indiana; and LINCOLN FINANCIAL DISTRIBUTORS, INC. in Fort Wayne, Indiana. Scott specializes in providing financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, 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
OR
05/09/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
IN
01/24/2019 - 12/05/2022
FIRST PALLADIUM, LLC (FORT WAYNE IN)
GA
02/20/2017 - 12/04/2017
MERCAP SECURITIES, LLC (ATLANTA GA)
IN
12/17/2007 - 05/23/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/09/2007 - 12/07/2007
LINCOLN FINANCIAL DISTRIBUTORS, INC. (FORT WAYNE IN)
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Behrendsen is the right advisor for you? Invested Better is here to help.
