Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Clements is a financial advisor with Cavu Wealth Management. Scott has been working in the financial industry since 2008 and is registered in California. Scott has experience working with both individuals and businesses. Scott is also a certified financial planner. Scott's experience and knowledge of the financial industry make him a valuable resource for clients looking for financial advice.
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.
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
02/06/2020 - Present
Cavu Wealth Management (LAKESIDE CA)
CA
01/01/2008 - 10/29/2009
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
01/14/2008 - 01/01/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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