Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Derwick is an investment advisor representative with Cetera Investment Advisers LLC. Scott has been in the securities industry since 1998 and has a Series 7, Series 63, and SIE license. Scott is also a Certified Financial Planner. Scott is registered in New York and Texas as an investment advisor representative and offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Scott is also a member of the board of directors of various organizations including Bartlett Country Club and Olean General Hospital Foundation.
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.
1
2
NY
04/26/2024 - Present
Cetera Investment Advisers LLC (OLEAN NY)
PA
11/30/1998 - 11/04/2020
AVANTAX INVESTMENT SERVICES, INC. (BRADFORD PA)
BC
Issued 12/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Derwick is the right advisor for you? Invested Better is here to help.
