Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Sobiech is a financial advisor with Cetera Investment Advisers LLC, based in ST CLOUD, MN. Scott has been in the industry since October 1998 and holds Series 7, 24 and 63 licenses. Scott has experience working with a variety of clients, including individuals, high-net-worth individuals, businesses, charitable organizations, and pension and profit-sharing 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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2
MN
04/08/2019 - Present
Cetera Investment Advisers LLC (ST CLOUD MN)
MN
05/26/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (ST CLOUD MN)
MN
05/26/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (ST CLOUD MN)
MN
05/26/2016 - 11/01/2017
GIRARD SECURITIES, INC. (ST CLOUD MN)
BC
Issued 04/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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