Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Chelberg is a financial advisor with The Ameriflex Group. Scott has over 35 years of experience in the financial services industry. Scott offers financial planning, investment advisory services, and retirement planning. Scott also serves as a Director for the Boy's & Girl's Clubs of Carlsbad Foundation.
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.
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
CA
01/04/2021 - Present
THE Ameriflex Group (Carlsbad CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
AZ
01/06/1995 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
11/13/1989 - 01/05/1995
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
NY
05/17/1988 - 11/16/1989
MONY SECURITIES CORP. (NEW YORK NY)
NA
07/23/1985 - 06/06/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
07/23/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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