Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Stern is a financial professional with over 20 years of experience in the financial services industry. Scott is registered with Cetera Investment Advisers LLC and provides financial planning and investment management services to a variety of clients, including individuals, families, businesses, and retirement plans. Scott holds a Series 7, Series 63, and Series 65 license. Prior to joining Cetera, Scott was a financial advisor at Securian Financial Services, Inc. and NYLIFE Securities 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.
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2
PA
08/10/2023 - Present
Cetera Investment Advisers LLC (PLYMOUTH MEETING PA)
PA
04/25/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Plymouth Meeting PA)
PA
02/05/2020 - 04/13/2022
NYLIFE SECURITIES LLC (HORSHAM PA)
IA
Issued 07/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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