Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Steiner is a financial advisor at Cetera Investment Advisers LLC. Scott has been in the industry since 1999 and has a broad range of experience in financial planning, portfolio management, and tax and accounting services. Scott is a Certified Financial Planner and holds the Series 7, Series 63, Series 65, and SIE licenses. Scott provides financial advice to a wide range of clients, including 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/14/2020 - Present
Cetera Investment Advisers LLC (LAKEWOOD RANCH FL)
SC
08/02/1999 - 08/08/2000
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 08/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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