Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Cleveland is a financial professional with over 30 years of experience in the financial services industry. Scott is registered with Cambridge Investment Research Advisors, Inc. and is currently serving clients from their office in Eagle, ID. Scott has a wide range of experience, including working with individuals, families, businesses, and charitable organizations.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
ID
08/05/2014 - Present
Cambridge Investment Research Advisors, Inc. (Eagle ID)
ID
07/06/1992 - 08/06/2014
NYLIFE SECURITIES LLC (BOISE ID)
BOTH
Issued 01/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Cleveland is the right advisor for you? Invested Better is here to help.
