Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Anthony Keswick is a financial advisor who has been in the industry since 2006. Scott holds Series 6, 63 and 65 licenses. Scott currently works at Silicon Valley Retirement Services, LLC and has previously worked at Cambridge Investment Research, Inc., Stancorp Equities, Inc., and Invesmart Securities, LLC. Scott specializes in retirement planning and has a strong understanding of the needs of pension and profit-sharing plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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
10/06/2010 - Present
Silicon Valley Retirement Services, LLC (SAN JOSE CA)
CA
04/15/2010 - 09/28/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (SAN JOSE CA)
CA
01/01/2007 - 12/31/2009
STANCORP EQUITIES, INC. (SAN JOSE CA)
CA
06/26/2006 - 01/01/2007
INVESMART SECURITIES, LLC (SAN JOSE CA)
IA
Issued 05/25/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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