Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wayne Luehring is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., a company with offices in Bloomington, Minnesota. Scott has been a registered representative in the financial industry since 2007. Scott specializes in providing financial services to individuals, businesses, and institutions. Scott has a strong track record of success and is committed to providing his clients with the highest level of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MN
09/18/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMINGTON MN)
MN
04/06/2009 - 09/20/2012
MML INVESTORS SERVICES, LLC (MINNEAPOLIS MN)
MN
07/28/2008 - 02/17/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMINGTON MN)
WI
02/14/1995 - 09/07/1996
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 09/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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