Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Mrozek is a financial advisor with over 30 years of experience in the industry. Scott is currently registered with Consolidated Portfolio Review Corp., and has previously held positions at Western International Securities, Inc. and Financial West Group. Scott is dedicated to providing personalized financial advice and investment management services to individuals and families, with a focus on retirement planning and wealth management. Scott also provides financial planning services to businesses, pension consulting and educational seminars. Scott holds Series 6, 7, 22 and 63 and 65 licenses, and is dedicated to staying up-to-date on the latest financial trends and regulations. Scott offers a range of services, including financial planning, investment management, and retirement planning. Scott is committed to building long-term relationships with clients and helping them achieve their financial goals.
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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2
NV
09/09/2022 - Present
Consolidated Portfolio Review Corp. (Henderson NV)
NV
08/21/2017 - 09/08/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Henderson NV)
NV
12/18/2003 - 08/21/2017
FINANCIAL WEST GROUP (HENDERSON NV)
IA
02/03/2003 - 12/17/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NV
05/30/1997 - 01/31/2003
FINANCIAL WEST GROUP (RENO NV)
NA
05/01/1997 - 05/23/1997
FINANCIAL WEST GROUP
NV
10/08/1996 - 05/05/1997
SEIBT FINANCIAL SERVICES, INC (LAS VEGAS NV)
GA
12/20/1993 - 10/08/1996
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 10/06/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2004
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/18/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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