Unclaimed
Scott Eric Sjoerdsma has been a registered investment advisor and broker for over 20 years. Scott Eric Sjoerdsma is currently registered with Centennial Securities Company, Inc. Scott Eric Sjoerdsma's previous experience includes time with Royal Securities Company. Scott Eric Sjoerdsma is a licensed broker and investment advisor. Scott Eric Sjoerdsma has also passed the Series 7, Series 63 and Series 65 exams. Scott Eric Sjoerdsma is a licensed broker and investment advisor in Florida, Kentucky, Michigan and Wisconsin. Scott Eric Sjoerdsma specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.
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
MI
08/11/2010 - Present
Centennial Securities Company, Inc. (GRAND RAPIDS MI)
MI
04/03/1997 - 10/29/2001
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
IA
Issued 06/30/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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