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 Stevens is a financial advisor with Kestra Private Wealth Services, LLC. Scott has been in the financial services industry since 2016, and has experience with various financial products and services. Scott's expertise includes financial planning, portfolio management, and selection of other advisors. Kestra Private Wealth Services, LLC offers a wide range of services, including financial planning, retirement planning, and investment management. The firm has a strong focus on providing personalized service to individuals, families, 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.
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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TX
02/21/2024 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
03/18/2019 - 02/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARLSBAD CA)
CA
05/25/2016 - 03/18/2019
KESTRA INVESTMENT SERVICES, LLC (SAN DIEGO CA)
BOTH
Issued 06/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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