Unclaimed
Scott Fitzsimmons is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the industry since 1993. Scott has a Series 6, Series 7, and Series 63 licenses. Scott has experience with both individual and business portfolio management and financial planning. Scott also specializes in pension consulting and has experience with educational seminars. Scott is registered in Florida and several other states. Scott is also affiliated with Summit Brokerage Services, Inc., LPL Financial Corporation, Great Western Financial Securities Corporation, Paine Webber Incorporated, and Glenfed Brokerage Services.
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
FL
04/27/2023 - Present
Cetera Investment Advisers LLC (PLANTATION FL)
FL
04/01/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (FT LAUDERDALE FL)
FL
01/16/1996 - 04/09/2009
LPL FINANCIAL CORPORATION (FORT LAUDERDALE FL)
CA
01/03/1995 - 01/17/1996
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NJ
10/19/1994 - 01/11/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
08/13/1993 - 09/21/1994
GLENFED BROKERAGE SERVICES (GLENDALE CA)
BC
Issued 04/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Fitzsimmons is the right advisor for you? Invested Better is here to help.