Unclaimed
Scott Myers is a financial advisor with LPL Financial LLC. Scott has been in the industry since 1995. Scott's primary office is in Chagrin Falls, Ohio. Scott works with individuals, high-net-worth individuals, corporations, and other businesses. Scott provides financial planning, pension consulting, educational seminars, portfolio management, and consulting services.
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.
1
2
OH
11/01/2022 - Present
LPL Financial LLC (CHAGRIN FALLS OH)
OH
07/13/2004 - 11/03/2022
FIFTH THIRD SECURITIES, INC. (CUYAHOGA FALLS OH)
NY
05/12/2003 - 07/09/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/09/1995 - 05/09/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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