Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Allison is an investment advisor representative registered with Kera Capital Partners. Scott has been in the financial industry for over a decade. Scott is also a licensed insurance broker and provides consulting services in addition to investment advisory services. Scott has worked for Morgan Stanley Smith Barney LLC, KWB Creative, MxU and Scott Allison Films in addition to Kera Capital Partners. Scott has a Series 66, Series 7 and SIE. Scott is also registered with the state of California.
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.
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.
Consulting
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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CA
01/01/2025 - Present
Kera Capital Partners (GRANITE BAY CA)
CA
04/20/2022 - 09/22/2023
MORGAN STANLEY (Roseville CA)
BOTH
Issued 06/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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