Unclaimed
Jacob Charles Scattergood is a financial advisor who has been working in the financial services industry since 2019. Jacob is registered with Cetera Investment Advisers LLC and has held registrations with Cetera Advisors LLC and Cetera Investment Services LLC in the past. Jacob is licensed to conduct business in all states and is currently active in both the Broker-Dealer (BC) and Investment Advisor (IA) scopes. Jacob provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals and businesses.
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.
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2
MN
09/20/2022 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
09/24/2019 - 07/09/2021
CETERA ADVISORS LLC (ST CLOUD MN)
MN
08/24/2019 - 09/24/2019
CETERA INVESTMENT SERVICES LLC (EDINA MN)
BOTH
Issued 09/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/17/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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