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 an Investment Advisor Representative with Cetera Investment Advisers LLC. Scott is a registered investment advisor in Pennsylvania. Prior to joining Cetera Investment Advisers LLC, Scott was a registered representative with Securian Financial Services, Inc. and NYLIFE SECURITIES LLC. Scott has been in the financial services industry since 2020. Scott offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Scott is also registered to offer fixed insurance sales.
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
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 7/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 2/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/1/2022
Series 7TO - General Securities Representative Examination
BC
Issued 2/5/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/8/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Scott Stern is the right advisor for you? Invested Better is here to help.
