Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Opper is a financial advisor with Creative Planning, registered in Illinois. Scott has a background in the financial services industry, working previously with Portfolio Brokerage Services, Inc. and Merrill Lynch. Scott specializes in working with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Scott provides services such as financial planning, portfolio management, selection of other advisors, and educational seminars. Scott has been in the financial services industry since 2004.
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.
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.
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IL
02/28/2024 - Present
Creative Planning (Inverness IL)
IL
05/08/2007 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
NY
01/21/2004 - 05/31/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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