Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Wallace is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since January 1994. Scott is a Certified Financial Planner and is registered in 12 states. Scott has previously worked at JOSEPHTHAL LYON & ROSS INCORPORATED and F.N. WOLF & CO., INC.. In addition to providing financial services, Scott is also the owner and operator of Wallace Wealth Management, which is a DBA. Scott's specializations include, retirement planning, investments, insurance and college planning.
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
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (BOERNE TX)
NY
06/29/1994 - 06/19/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
NA
01/18/1994 - 07/19/1994
F.N. WOLF & CO., INC.
BC
Issued 01/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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