Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Cheo is an investment advisor representative with Schwab Wealth Advisory, Inc. Scott has been in the financial services industry since 2008. Scott holds the Series 7, Series 63, and Series 66 licenses. Scott is also a Certified Financial Planner. Scott has experience working with a variety of clients, including individuals, businesses, and retirement plans. Scott provides financial planning, portfolio management, and other financial services to clients. Scott has a strong track record of providing financial advice to help 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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
06/11/2024 - Present
Schwab Wealth Advisory, Inc. (Newport Beach CA)
CA
11/18/2020 - 10/18/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (IRVINE CA)
CA
08/23/2018 - 11/24/2020
CITY NATIONAL SECURITIES, INC. (IRVINE CA)
CA
02/05/2016 - 08/22/2018
BANCWEST INVESTMENT SERVICES, INC. (SAN CLEMENTE CA)
CA
01/03/2011 - 02/02/2016
WELLS FARGO ADVISORS, LLC (NEWPORT BEACH CA)
CA
10/10/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN CLEMENTE CA)
BC
Issued 04/08/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Scott Cheo is the right advisor for you? Invested Better is here to help.
