Unclaimed
Scott Rausch is a financial advisor currently registered with Bull & Bear Advisors LLC. Scott has been in the industry since 2013 and is a Chartered Financial Analyst. Scott is registered as an Investment Advisor Representative in Illinois. Prior to joining Bull & Bear Advisors LLC, Scott worked at Northwestern Mutual Investment Services, LLC and Bernardi Securities, Inc. Scott specializes in providing financial planning and portfolio management services to individuals and high net worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
07/02/2024 - Present
Bull & Bear Advisors LLC (Chicago IL)
IL
02/15/2017 - 04/05/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SKOKIE IL)
IL
08/29/2013 - 02/26/2016
BERNARDI SECURITIES, INC. (CHICAGO IL)
BC
Issued 10/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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