Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Clauson is a financial advisor currently registered with Cetera Investment Advisers LLC. Scott has been active in the financial industry for 1 year and has experience working with individual investors and businesses. Scott is committed to providing personalized financial advice to help clients achieve their financial goals. Scott holds both Series 7TO and Series 63 securities licenses as well as the Series 65 Investment Advisor license. Scott is also a registered Investment Advisor Representative in the State of Oregon. In addition to working as a wealth advisor with Cetera Investment Advisers, Scott is also on the City Council for Phoenix, Oregon. Scott has a background in law enforcement having worked for the Medford Police Department in Oregon for over 20 years.
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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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 04/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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