Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Beesley is a financial advisor with over 20 years of experience in the industry. Scott is a Certified Financial Planner™ professional and holds licenses in several states. Scott currently works at Gateway Wealth Partners, LLC, a firm that offers a range of financial services to individuals, families, and businesses. Prior to joining Gateway Wealth Partners, Scott worked at a number of other financial institutions, including Robert W. Baird & Co. Incorporated, J.P. Morgan Securities LLC, and Royal Alliance Associates, Inc. Scott is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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
WI
11/06/2023 - Present
Gateway Wealth Partners, LLC (APPLETON WI)
CA
05/01/2019 - 11/30/2023
ROBERT W. BAIRD & CO. INCORPORATED (GRASS VALLEY CA)
CA
04/16/2015 - 05/08/2019
J.P. MORGAN SECURITIES LLC (GRASS VALLEY CA)
MI
07/12/2013 - 04/02/2015
ROYAL ALLIANCE ASSOCIATES, INC. (ROCHESTER HILLS MI)
MN
06/04/2010 - 09/04/2012
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/02/2009 - 06/04/2010
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
06/21/2007 - 01/02/2009
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
FL
05/30/2006 - 06/08/2006
STATE FARM VP MANAGEMENT CORP. (FORT LAUDERDALE FL)
MI
06/21/2001 - 02/27/2006
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
BC
Issued 07/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Beesley is the right advisor for you? Invested Better is here to help.
