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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kent Morley is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the industry since 1990 and has held registrations with various firms including VOYA FINANCIAL ADVISORS, INC., NEXT FINANCIAL GROUP, INC., and VERITRUST FINANCIAL, LLC. Scott has a Series 6, Series 63, and Series 65 licenses, as well as the SIE. Scott offers financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (CHINO HILLS CA)
CA
04/02/2012 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LA VERNE CA)
CA
10/21/2005 - 04/04/2012
NEXT FINANCIAL GROUP, INC. (LA VERNE CA)
TX
04/22/2002 - 10/20/2005
VERITRUST FINANCIAL, LLC (AUSTIN TX)
CA
03/10/1997 - 04/22/2002
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
AZ
07/19/1996 - 02/28/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
10/27/1989 - 12/31/1995
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
NA
05/30/1989 - 08/29/1989
FMS SECURITIES, INC.
IA
Issued 04/18/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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