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 an investment advisor representative with Cetera Investment Advisers LLC. Scott has been in the financial industry since 1986 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Scott is registered to provide investment advice in multiple states and holds several licenses, including Series 6, 7, 24, 26, 63 and 65. Scott provides a range of advisory services to clients, including financial planning, pension consulting, and portfolio management. Cetera Investment Advisers LLC is a registered investment advisor with over 100 billion dollars in assets under management.
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
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 06/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/20/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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