Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Holstein is a financial advisor with over 35 years of experience in the industry. Scott is a registered representative of Cetera Investment Advisers LLC and Vicus Capital, Inc. Scott also holds the Certified Financial Planner and Personal Financial Specialist designations.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (WARMINSTER PA)
PA
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (FEASTERVILLE PA)
NY
10/15/2001 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/09/1991 - 10/25/2001
JOSEPHTHAL & CO., INC. (NEW YORK NY)
NA
01/22/1990 - 10/22/1991
JOSEPHTHAL & CO., INC.
NA
01/02/1990 - 01/29/1990
HANIFEN, IMHOFF SECURITIES CORP.
NA
08/18/1989 - 01/02/1990
MOORE & SCHLEY, CAMERON & CO.
NY
09/22/1987 - 08/19/1989
FIRST ALBANY CORPORATION (NEW YORK NY)
IA
Issued 8/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/8/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/19/1998
Series 24 - General Securities Principal Examination
BC
Issued 8/8/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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