Unclaimed
Scott Timothy Cavey is a financial advisor with Avior Wealth Management, LLC. Scott has been in the financial services industry for over 20 years. Prior to joining Avior Wealth Management, LLC, Scott was a financial advisor with Cetera Advisors LLC and QA3 Financial Corp. Scott is a Certified Financial Planner and holds Series 7, 24, 65, and 66 securities licenses. Scott is committed to providing clients with personalized financial advice and guidance. Scott specializes in providing financial advice to individuals, families, and businesses. Scott is a dedicated professional with a passion for helping clients achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
03/09/2022 - Present
Avior Wealth Management, LLC (OMAHA NE)
NE
02/15/2011 - 05/04/2020
CETERA ADVISORS LLC (OMAHA NE)
NE
09/08/2004 - 02/11/2011
QA3 FINANCIAL CORP. (OMAHA NE)
MO
05/10/2002 - 09/08/2004
EDWARD JONES (ST. LOUIS MO)
NJ
12/11/2000 - 05/07/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 09/22/2004
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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