Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Palomaki is a financial advisor with over 10 years of experience in the industry. Scott is currently registered as an Investment Advisor Representative with CG Advisory Services, a firm based in Williamston, MI. Previously, Scott worked with Geneos Wealth Management, Inc. in Grawn, MI and WFG Investments, Inc. in Munising, MI. Scott holds Series 6, Series 63, Series 65, and SIE licenses and is a registered Investment Advisor Representative in Michigan and Wisconsin. Scott specializes in working with individuals, corporations, pension and profit sharing plans, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
01/27/2011 - Present
CG Advisory Services (WILLIAMSTON MI)
MI
09/05/2017 - 12/14/2018
GENEOS WEALTH MANAGEMENT, INC. (Grawn MI)
MI
03/20/2015 - 09/06/2017
WFG INVESTMENTS, INC. (MUNISING MI)
MI
01/30/2009 - 03/23/2015
INVEST FINANCIAL CORPORATION (MUNSING MI)
IA
Issued 01/26/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Scott Palomaki is the right advisor for you? Invested Better is here to help.
