Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kilian is a financial advisor at LPL Financial LLC. Scott is licensed to provide investment advice in 27 states and has been in the financial services industry since January 25, 2003. Scott has obtained the Series 7, Series 63, and Series 66 securities licenses. Scott also holds the Certified Financial Planner designation. Scott provides financial planning and investment management services to individuals and businesses. In addition to investment advisory services, Scott also provides educational seminars. Scott is committed to providing his clients with personalized financial advice and guidance to help 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.
Consulting and other non-discretionary advisory services
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.
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CA
07/25/2019 - Present
LPL Financial LLC (LA MESA CA)
CA
05/21/2008 - 10/27/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
03/12/2007 - 05/14/2008
COMMONWEALTH FINANCIAL NETWORK (SAN DIEGO CA)
CA
03/06/2006 - 03/08/2007
CENTARA CAPITAL SECURITIES, INC. (SAN DIEGO CA)
SC
09/11/2000 - 02/07/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/12/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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