Unclaimed
Guy Schoenborn is a financial advisor with Cetera Investment Advisers LLC, based in Beaverton, OR. Guy has been in the industry since 2011. His services include financial planning, pension consulting and portfolio management for individuals and businesses. He has a background in tax and accounting and holds Series 7 and Series 66 licenses. Guy Schoenborn is registered in Oregon, Texas, and Washington and serves clients in these states.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OR
03/21/2024 - Present
Cetera Investment Advisers LLC (Beaverton OR)
WA
10/10/2011 - 12/31/2014
MADISON AVENUE SECURITIES, INC. (VANCOUVER WA)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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