Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stephan is a financial advisor based in Provo, UT. Scott has been working in the financial services industry since 1991. He is registered with Portside Wealth Group, LLC and also holds a Series 6, Series 7 and SIE license. Scott has worked with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, corporations, and pension plans. Scott Stephan is committed to helping his clients reach their financial goals.
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.
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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UT
04/20/2023 - Present
Portside Wealth Group, LLC (PROVO UT)
CA
02/28/2019 - 10/14/2022
DFPG INVESTMENTS, LLC (RIVERSIDE CA)
CA
05/09/2016 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (Riverside CA)
CA
12/28/2015 - 06/08/2016
SIGNATOR INVESTORS, INC. (RIVERSIDE CA)
CA
08/25/2010 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (RIVERSIDE CA)
CA
12/04/2000 - 09/01/2010
FINANCIAL NETWORK INVESTMENT CORPORATION (RIVERSIDE CA)
MN
01/29/1995 - 10/09/2000
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
AZ
11/08/1993 - 02/21/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
BC
Issued 10/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1995
Series 7 - General Securities Representative Examination
BC
Issued 11/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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