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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sloan is a financial advisor with Cetera Investment Advisers LLC. Scott Sloan has been in the financial industry since 1994. Scott Sloan holds the Series 7, Series 24, Series 51, Series 53, and Series 63 licenses and is registered in California, Florida, Hawaii, Idaho, Massachusetts, New York, South Carolina, Tennessee, Texas, and Washington. Scott Sloan is also a Certified Financial Planner. Scott Sloan is affiliated with Crane & Associates and Crane Advisory LLC DBA Crane & Associates Wealth Management. The firm Cetera Investment Advisers LLC has been in business since 2013. Cetera Investment Advisers LLC is a registered investment advisor. Cetera Investment Advisers LLC provides a variety of financial services to individual clients, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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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CA
06/29/2023 - Present
Cetera Investment Advisers LLC (FULLERTON CA)
BC
Issued 05/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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