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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 Sobiech is a financial advisor with Cetera Investment Advisers LLC. Scott has over 24 years of experience in the financial services industry. Scott has a Series 7, Series 24, and Series 63 license. Scott specializes in financial planning, portfolio management, and pension consulting. Scott has worked with a wide range of clients, including individuals, families, businesses, and institutions. Prior to joining Cetera Investment Advisers LLC, Scott worked for several other firms, including First Allied Securities, Inc., Summit Brokerage Services, Inc., and Girard Securities, Inc.
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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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 4/7/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/14/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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