Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ambrose Winslow is an investment advisor representative who has been in the industry since April 1997. He is currently registered with Cetera Investment Advisers LLC in Wilmington, NC and Schaumburg, IL. Winslow has a wide range of experience in the financial services industry, with previous roles at First Citizens Investor Services, Inc., Capital Brokerage Corporation, Chubb Securities Corporation, and Jefferson-Pilot Investor Services, Inc. Winslow holds the Series 6, Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) designation. He is also a Chartered Financial Consultant. Winslow offers a variety of financial services to individuals, businesses, and institutions, including financial planning, portfolio management, and insurance products.
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
NC
03/21/2024 - Present
Cetera Investment Advisers LLC (WILMINGTON NC)
NC
09/06/2001 - 09/09/2013
FIRST CITIZENS INVESTOR SERVICES, INC. (WILMINGTON NC)
VA
01/13/1998 - 08/29/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IN
10/01/1997 - 11/26/1997
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/24/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
IA
Issued 12/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 2/7/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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