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 Diehl is an investment advisor representative with Osaic Wealth, Inc. Scott has been working in the financial industry since 2004 and has experience with Securities America, Inc. and Allstate Financial Services, LLC. Scott holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE. Scott specializes in working with high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
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2
FL
06/14/2024 - Present
Osaic Wealth, Inc. (TAMPA FL)
FL
10/21/2022 - 06/14/2024
SECURITIES AMERICA, INC. (TAMPA FL)
FL
10/11/2018 - 10/24/2022
ALLSTATE FINANCIAL SERVICES, LLC (LUTZ FL)
SC
11/17/2014 - 08/02/2017
EDWARD JONES (CHARLESTON SC)
NY
07/08/2005 - 03/18/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/28/2004 - 06/03/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/05/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2005
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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