Unclaimed
Scott Jeng is a financial advisor in Fremont, CA. Scott has been working in the financial services industry since 2005 and is currently registered with Cetera Investment Services LLC. Scott is a Series 6 and 63 licensed financial advisor. Prior to joining Cetera Investment Services LLC, Scott worked at HSBC Securities (USA) Inc. and UnionBanc Investment Services, LLC.
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.
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.
1
2
CA
06/20/2016 - Present
Cetera Investment Services LLC (FREMONT CA)
CA
10/30/2006 - 04/12/2016
HSBC SECURITIES (USA) INC. (SAN MATEO CA)
CA
06/02/2005 - 10/06/2006
UNIONBANC INVESTMENT SERVICES, LLC (MILPITAS CA)
BC
Issued 08/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Jeng is the right advisor for you? Invested Better is here to help.