Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bergan is a financial advisor with over 23 years of experience in the industry. Scott is currently registered with Cambridge Investment Research Advisors, Inc., and holds Series 63, SIE and Series 7 licenses. Scott has experience working with a range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Scott offers financial planning, portfolio management, and other services to help clients achieve their financial goals. Scott is also an independent insurance agent that sells and services health and life insurance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
AZ
04/30/2020 - Present
Cambridge Investment Research Advisors, Inc. (SCOTTSDALE AZ)
AZ
01/03/2006 - 10/18/2011
GENEOS WEALTH MANAGEMENT, INC. (SCOTTSDALE AZ)
NY
04/09/2002 - 01/04/2006
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
11/10/1999 - 03/28/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/10/1999 - 03/28/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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