Unclaimed
Scott Celek is a financial professional with over 18 years of experience in the financial services industry. Scott has a strong background in providing investment advice and portfolio management services to individuals and businesses. Scott has been registered with Citigroup Global Markets Inc. since April 28, 2023, and previously held positions at JPMorgan Distribution Services, Inc., J.P. Morgan Securities Inc., Chase Investment Services Corp., Banc One Securities Corporation, and The Huntington Investment Company. Scott holds several industry licenses and certifications, including Series 7, Series 24, and Series 66.
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.
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.
Asset allocation advice
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
NY
04/28/2023 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
FL
11/20/2007 - 04/17/2023
JPMORGAN DISTRIBUTION SERVICES, INC. (Tampa FL)
OH
07/01/2006 - 10/25/2007
J.P. MORGAN SECURITIES INC. (COLUMBUS OH)
OH
10/18/2005 - 10/23/2007
CHASE INVESTMENT SERVICES CORP. (COLUMBUS OH)
OH
05/04/2006 - 07/01/2006
BANC ONE SECURITIES CORPORATION (COLUMBUS OH)
IL
10/27/2005 - 04/28/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
OH
08/30/2004 - 10/27/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BOTH
Issued 12/16/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/28/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Scott Celek is the right advisor for you? Invested Better is here to help.