Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott George Szeman is a financial advisor with Coldstream Wealth Management. Scott has been in the industry since 2013. Scott is a Chartered Financial Analyst (CFA) and has been registered as an Investment Advisor Representative in Washington. Scott has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Scott also has experience in portfolio management and financial planning.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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WA
06/28/2022 - Present
Coldstream Wealth Management (Mercer Island WA)
Active
Inactive
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