Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robert Mckinley has been in the financial services industry since June 28, 2000. Currently, Scott is registered with Cetera Investment Advisers LLC. Scott is licensed in 17 states including Arizona, California, Florida, and Texas. Scott has passed the Series 6, 7, 63, and 65 exams and holds the SIE designation. Scott has previously worked at Foresters Financial Services, Inc. and Foresters Advisory Services LLC.
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.
1
2
OR
07/10/2019 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
06/29/2000 - 06/20/2019
FORESTERS FINANCIAL SERVICES, INC. (BEAVERTON OR)
IA
Issued 3/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/6/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 6/28/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Mckinley is the right advisor for you? Invested Better is here to help.
