Unclaimed
Scott Zagurski is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Scott has over 35 years of experience in the financial services industry. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 10, 31, 63 and 65 licenses. Scott has a wide range of experience in financial planning, portfolio management, and investment consulting. 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.
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.
Investment consulting services to institutional clients
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
IL
04/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (NAPERVILLE IL)
IL
05/15/2006 - 04/03/2023
WELLS FARGO CLEARING SERVICES, LLC (NAPERVILLE IL)
IL
09/10/1999 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (NAPERVILLE IL)
NY
08/18/1987 - 09/21/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/07/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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