Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Leverenz is a financial advisor with over 30 years of experience in the industry. Scott has been with Cambridge Investment Research Advisors, Inc. since 2001 and is registered to provide investment advice in multiple states. Scott's previous experience includes roles at Washington Square Securities, Inc., Financial Network Investment Corporation, and Fahnestock & Co., Inc. Scott holds several licenses and certifications including Series 7, 63, 30, 31, and 65. Scott is a member of the Society for Financial Awareness. Scott specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. Scott is dedicated to helping clients 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MN
11/22/2019 - Present
Cambridge Investment Research Advisors, Inc. (EDEN PRAIRE MN)
CT
08/24/1999 - 02/23/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
CA
01/02/1992 - 08/26/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NY
10/14/1991 - 12/31/1991
FAHNESTOCK & CO., INC. (NEW YORK NY)
IA
Issued 12/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2017
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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