Unclaimed
Scott Aitken is a financial professional with over 10 years of experience in the financial services industry. Scott is currently registered with Cetera Investment Advisers LLC and is licensed to provide investment advice in Arizona and Texas. Previously, Scott was employed by J.P. Morgan Securities LLC and Chase Investment Services Corp. Scott holds the Series 66, Series 7, and SIE licenses. Scott's experience, licenses and certifications allow Scott to provide a wide range of financial services, including investment planning, financial management, and insurance 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.
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2
AZ
05/15/2024 - Present
Cetera Investment Advisers LLC (CHANDLER AZ)
AZ
10/01/2012 - 05/15/2019
J.P. MORGAN SECURITIES LLC (GILBERT AZ)
AZ
10/13/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CASA GRANDE AZ)
BOTH
Issued 10/28/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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