Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McGimpsey is a financial advisor with Cetera Investment Advisers LLC, based in Tinton Falls, NJ. Scott has been working in the financial services industry since 1999. He has a wide range of experience and holds the Series 7, 63 and 65 licenses. In addition to Cetera Investment Advisers LLC, Scott also has affiliations with Guardian Life Insurance Company of America, McGimpsey Associates, Unified Planning Group, LLC and American Financial Education Alliance (AEFA). Scott focuses on providing financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations.
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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NJ
06/29/2023 - Present
Cetera Investment Advisers LLC (TINTON FALLS NJ)
NJ
10/20/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (RED BANK NJ)
NJ
04/28/2003 - 10/30/2015
J.P. TURNER & COMPANY, L.L.C. (RED BANK NJ)
NJ
07/24/2002 - 05/22/2003
GRAYSON FINANCIAL LLC (RED BANK NJ)
NY
02/19/1999 - 08/16/1999
HD BROUS & CO., INC. (GREAT NECK NY)
NY
03/19/1997 - 08/27/1998
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
CA
01/04/1997 - 03/31/1997
THE BOSTON GROUP (LOS ANGELES CA)
NJ
03/29/1996 - 09/30/1996
INVESTORS ASSOCIATES, INC. (HACKENSACK NJ)
IA
Issued 05/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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