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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ondek is an investment advisor representative at Sageview Advisory Group, LLC, a firm that has been providing financial services for over 20 years. Scott's investment experience dates back to 2009 and includes time at firms like LPL Financial LLC, Pensionmark Securities, LLC and Cetera Advisor Networks LLC. Scott is registered with the state of California and holds a Series 63 license and a Series 65 license. Scott focuses on providing financial planning and investment advice to individuals, corporations, charitable organizations, and pension plans. He also provides consulting services to institutional clients related to their retirement plans.
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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CA
11/05/2020 - Present
Sageview Advisory Group, LLC (Woodside CA)
CA
01/22/2021 - 11/01/2023
CETERA ADVISOR NETWORKS LLC (WOODSIDE CA)
CA
07/30/2018 - 11/04/2020
PENSIONMARK SECURITIES, LLC (San Mateo CA)
CA
02/04/2015 - 07/09/2018
LPL FINANCIAL LLC (SAN MATEO CA)
CA
10/08/2009 - 07/23/2014
FIRST INVESTORS CORPORATION (WALNUT CREEK CA)
IA
Issued 11/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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