Unclaimed
Scott William Slacum is a financial advisor with Cetera Investment Advisers LLC. Scott has been in the financial industry for over 20 years and has a strong background in investment management and financial planning. Scott holds a Series 6, 7TO, and 63 license. He is also registered as an Investment Adviser Representative in Maryland, Texas, and Virginia. Scott specializes in working with individuals, high-net-worth individuals, corporations, and retirement plans. Scott's previous employer was VOYA FINANCIAL ADVISORS, INC. Scott's clients may choose from a variety of services, including financial planning, retirement planning, and portfolio management.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (Baltimore MD)
MD
06/17/2003 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Baltimore MD)
IA
Issued 2/7/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/2/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Slacum is the right advisor for you? Invested Better is here to help.