Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Whiteman Reed has over 22 years of experience in the financial services industry. Scott is a registered representative of Cetera Investment Advisers LLC and is also a licensed insurance agent. Scott provides financial planning and investment advice to a wide range of clients, including individuals, families, and businesses. Scott is dedicated to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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
CT
06/29/2023 - Present
Cetera Investment Advisers LLC (GLASTONBURY CT)
CT
01/03/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (East Hartford CT)
CT
12/18/2003 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
02/26/2002 - 11/03/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
CT
10/05/2001 - 12/31/2001
AELTUS CAPITAL, INC (HARTFORD CT)
CT
06/23/1999 - 08/08/2000
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BOTH
Issued 6/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 6/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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