Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Alan Clauson is a financial advisor registered with Cetera Investment Advisers LLC. Scott is an investment advisor representative with Cetera and holds Series 7, Series 63, Series 65 and SIE licenses. Scott has been in the financial industry since 2022. Scott Alan Clauson is also registered with the state of Oregon, as well as the states of California, Idaho, Minnesota, Montana, Nevada, and Washington. Scott is also a financial advisor for Pioneer Wealth Advisors. In addition, Scott Alan Clauson serves as a City Council member for the city of Phoenix, Oregon.
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
OR
06/29/2023 - Present
Cetera Investment Advisers LLC (JACKSONVILLE OR)
OR
10/31/2022 - 02/28/2023
MONEY CONCEPTS CAPITAL CORP (Medford OR)
BC
Issued 11/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 4/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 8/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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