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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Foster Geik is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the financial services industry for over 20 years. His previous employers include LPL Financial LLC, William Blair & Company LLC, and Banc of America Investment Services, Inc. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 52, and 66 securities licenses. Scott specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and other entities.
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
IN
02/04/2022 - Present
Cetera Investment Advisers LLC (SOUTH BEND IN)
MI
10/26/2012 - 09/17/2021
LPL FINANCIAL LLC (ST. JOSEPH MI)
IL
07/27/2011 - 04/20/2012
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
MA
08/23/2002 - 10/28/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 8/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/9/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/2011
Series 7 - General Securities Representative Examination
BC
Issued 7/31/1991
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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