Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Petersen is an investment advisor representative with Cetera Investment Advisers LLC in NEWPORT BEACH, CA. Scott has been in the industry since 2004. Scott holds a Series 7, Series 24 and Series 66 license. Scott is also registered with the state of California and Texas and is a Chartered Financial Consultant. Scott has worked with firms like Securian Financial Services, Inc. and Cetera Advisor Networks LLC. Scott has experience in financial planning, pension consulting, educational seminars and selection of other advisors. Scott's office is located at 4001 MACARTHUR BLVD, STE 300, NEWPORT BEACH, CA 92660.
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
CA
08/10/2023 - Present
Cetera Investment Advisers LLC (NEWPORT BEACH CA)
CA
09/15/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (NEWPORT BEACH CA)
BOTH
Issued 02/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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