Unclaimed
Scott McHenry is a financial advisor with Lion Street Financial, LLC. Scott has been in the industry since February 2014 and is licensed in multiple states, including Ohio, California, Illinois, and Nebraska. Scott is also registered with FINRA and holds the Series 63, 65, 6TO and SIE licenses. Scott's focus is on providing investment advice and financial planning services.
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.
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.
1
2
OH
06/18/2021 - Present
Lion Street Financial, LLC (NEW ALBANY OH)
BC
Issued 11/11/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/06/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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