Unclaimed
Scott Michael Elliott is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Scott has been registered with the Securities and Exchange Commission since 2013. Scott works at the Cambridge Investment Research Advisors, Inc. branch office in Sewickley, PA and is licensed to provide financial advice in Pennsylvania and Texas. Scott has passed the Series 65 exam, Uniform Investment Adviser Law Examination.
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
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PA
04/25/2018 - Present
Cambridge Investment Research Advisors, Inc. (SEWICKLEY PA)
IA
Issued 07/29/2009
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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