Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ogorek is a financial advisor registered with Planmember Securities Corp. Scott has over 30 years of experience in the financial services industry, specializing in helping individuals and businesses achieve their financial goals. Scott holds a Series 6 and Series 63 license, and the SIE exam. Scott is currently registered in Arizona, California, Colorado, Florida, Indiana, Kansas, Massachusetts, Minnesota, Missouri, Nevada, New Mexico, North Dakota, Texas, and Virginia. Scott is committed to providing his clients with personalized financial advice and 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.
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.
Provides investment supervisory 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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AZ
06/07/2000 - Present
Planmember Securities Corp. (SCOTTSDALE AZ)
IA
04/02/1991 - 06/19/2000
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 07/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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