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 a financial advisor with Cetera Investment Advisers LLC. Scott has been in the industry since 1997 and holds licenses in North Carolina and Texas. He is a Chartered Financial Consultant and has a variety of experience with individuals, high net worth individuals, corporations, insurance companies and other investment advisors. Scott provides a wide range of financial services, including financial planning, portfolio management, and educational seminars.
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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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 02/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/07/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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