Unclaimed
Scott Rentz is an active advisor, registered with the state of Michigan. Scott is a registered representative of Fidelity Personal And Workplace Advisors. Scott began their career in the financial services industry on March 3, 1999. Scott holds the Series 7, 24, 55, 57TO, and 66 securities licenses and is licensed to advise in both Florida and Michigan. Scott has a broad range of experience in the investment and financial services industry, including working with individual clients, corporations, and high-net-worth individuals. Scott's current employment is with Fidelity Personal And Workplace Advisors.
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.
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.
1
2
MI
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (TROY MI)
TX
09/18/2002 - 09/27/2004
MAY FINANCIAL CORPORATION (DALLAS TX)
MI
12/23/1997 - 04/22/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BOTH
Issued 07/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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