Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Engell is a financial advisor with over 37 years of experience in the financial services industry. Scott is currently registered with Cetera Investment Advisers LLC. Scott has been licensed to provide investment advisory services in South Carolina and Texas. Scott offers a variety of financial planning services to individuals, businesses, and institutions. He has a strong track record of helping clients achieve their financial goals. Scott is dedicated to providing his clients with personalized financial advice and guidance.
Johns Island, SC
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
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (Johns Island SC)
SC
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Johns Island SC)
IA
11/04/1999 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MN
12/12/1991 - 10/07/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
CO
07/02/1990 - 04/26/1995
CANADA LIFE OF AMERICA FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
03/31/1989 - 12/02/1991
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
07/19/1988 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION (NORTH PALM BEACH FL)
NA
02/07/1986 - 07/28/1988
AMERICAN GENERAL SECURITIES INCORPORATED
IA
Issued 6/6/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/1/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/2002
Series 7 - General Securities Representative Examination
BC
Issued 2/6/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Engell is the right advisor for you? Invested Better is here to help.
