Unclaimed
Scott William Krizner is a financial advisor at LPL Financial LLC in SPRINGFIELD, OH. Scott has over 34 years of experience in the financial services industry. Scott is registered with FINRA and the state of OH. Scott has a Series 7 and Series 63 license, as well as the SIE exam. Scott is also a Chartered Financial Consultant. Scott has a long history of working with a variety of clients, including individuals, families, businesses, and non-profit organizations. Scott is committed to providing personalized financial advice and guidance to help his 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.
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.
1
2
OH
04/19/2022 - Present
LPL Financial LLC (SPRINGFIELD OH)
OH
01/11/1999 - 05/10/2022
CADARET, GRANT & CO., INC. (SPRINGFIELD OH)
IN
11/06/1990 - 01/20/1999
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
11/06/1990 - 01/20/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NJ
02/04/1989 - 11/08/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
06/15/1988 - 01/12/1989
HIBBARD BROWN & CO., INC.
NA
05/25/1988 - 05/28/1988
SHERWOOD CAPITAL, INC.
BC
Issued 06/27/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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