Unclaimed
Scott Gregory Bolitho is a financial professional with over 30 years of experience in the industry. Scott has a strong background in securities and investments, having worked with various financial institutions throughout their career. Scott is currently registered with Cetera Investment Advisers LLC, a firm with over 100,000 clients and $100 billion in assets under management. Cetera Investment Advisers LLC provides a wide range of financial services including financial planning, portfolio management, and investment advisory 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
CO
06/29/2023 - Present
Cetera Investment Advisers LLC (GLENWOOD SPRINGS CO)
CO
02/26/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (GLENWOOD SPRINGS CO)
GA
08/15/1994 - 02/28/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
CA
02/14/1984 - 08/15/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 04/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/10/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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