Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Conwell is a financial advisor with over 20 years of experience in the financial industry. Scott Conwell has held various roles in the financial services sector and has been associated with firms like American Family Securities, LLC, Northwestern Mutual Investment Services, LLC, B. C. Ziegler and Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Currently, Scott Conwell is a registered representative at Harbour Investments, Inc. and specializes in portfolio management for individuals and selection of other advisors. Scott Conwell is committed to providing clients with comprehensive financial advice to meet their needs.
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.
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.
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WI
01/29/2024 - Present
Harbour Investments, Inc. (MADISON WI)
WI
08/23/2007 - 07/11/2011
AMERICAN FAMILY SECURITIES, LLC (MADISON WI)
WI
04/21/2006 - 08/06/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)
IL
05/06/2002 - 09/20/2005
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
MN
08/08/2000 - 05/16/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/08/2000 - 05/16/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/06/2024
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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