Unclaimed
Scott Danek is a financial advisor with Cetera Investment Advisers LLC and CWM, LLC. Scott has been in the financial services industry since 1992 and holds the Series 6, 7, and SIE licenses. Scott is a CERTIFIED FINANCIAL PLANNER™ professional. Scott is a highly experienced financial advisor who specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Scott has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals. Scott also provides services for pension consulting, educational seminars, and selection of other advisors. Scott is registered in Arizona, Florida, Illinois, Kansas, Michigan, New Jersey, New York, and Texas.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (Okemos MI)
MI
05/27/2004 - 01/19/2017
LPL FINANCIAL LLC (EAST LANSING MI)
CT
10/14/1992 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BC
Issued 10/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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