Unclaimed
Scott Nicholas Baltuska is a financial advisor currently registered with Tiaa-Cref Individual & Institutional Services, LLC. Scott has been in the financial services industry since 2008. Scott has a wide range of experience in financial planning and portfolio management. Scott is licensed to offer investment advice in 31 states. Scott is also a registered representative of FINRA.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
KS
02/11/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (OVERLAND PARK KS)
KS
12/14/2007 - 12/26/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (OVERLAND PARK KS)
IA
Issued 05/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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