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 Schreiber is a financial advisor with over 28 years of experience in the industry. Scott is a registered representative of Raymond James Financial Services Advisors, Inc. and has been with the firm since 1997. Scott has a wide range of experience in the financial services industry and is dedicated to providing clients with personalized financial advice. Scott's professional background includes positions at Northern States Brokerage and Harbor Advantage. Scott is a Certified Financial Planner (CFP) and is registered with the Financial Industry Regulatory Authority (FINRA). He holds the Series 6, 7, 24, and 63 licenses. Scott is also licensed to sell insurance in several states.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WI
10/20/2017 - Present
Raymond James Financial Services Advisors, Inc. (MUKWONAGO WI)
MN
08/15/1994 - 04/01/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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