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 Kanai is a financial advisor with over 30 years of experience in the industry. Scott is registered with Cetera Investment Advisers LLC and CWM, LLC. Scott is a Certified Financial Planner and has a strong track record of providing financial planning, investment management, and insurance services to individuals, families, and businesses. Scott is committed to providing his clients with personalized service and a comprehensive financial plan that meets their unique needs.
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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MI
06/29/2023 - Present
Cetera Investment Advisers LLC (GRAND RAPIDS MI)
MI
02/07/2002 - 04/16/2018
LPL FINANCIAL LLC (GRAND RAPIDS MI)
IL
10/08/2001 - 01/18/2002
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MI
02/18/2000 - 10/08/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
OH
04/22/1998 - 02/17/2000
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
11/07/1995 - 02/17/2000
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
VA
12/17/1992 - 12/12/1995
GNA SECURITIES, INC. (GLEN ALLEN VA)
MO
01/27/1992 - 12/22/1992
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MN
09/25/1990 - 01/29/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/1990 - 01/29/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 8/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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