Unclaimed
Scott Paul Zwierzynski is an Investment Advisor Representative with Packerland Brokerage Services, Inc. in GREEN BAY, WI. Scott has been in the industry since 1999 and holds Series 7, 9, 66, and SIE licenses. He has previously worked for several firms including ING FINANCIAL PARTNERS, INC., SAMMONS SECURITIES COMPANY, LLC, H&R BLOCK FINANCIAL ADVISORS, INC., BANC ONE SECURITIES CORPORATION, WACHOVIA SECURITIES FINANCIAL NETWORK, LLC, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Scott provides financial planning, pension consulting, and portfolio management for individuals. In addition to his advisory services, Scott also sells life and fixed annuities.
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.
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
01/01/2025 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
IA
09/17/2007 - 07/27/2012
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
03/09/2005 - 09/26/2007
SAMMONS SECURITIES COMPANY, LLC (WEST DES MOINES IA)
MI
02/17/2004 - 02/17/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IL
10/30/2003 - 02/24/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
08/01/2001 - 09/12/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NY
02/11/1999 - 07/18/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/30/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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