Unclaimed
Sean Alden Scott is an investment advisor representative registered with Cetera Investment Advisers LLC. Sean has been in the industry for 11 months and has a Series 7TO, Series 66, and SIE. Sean is also registered with the state of Illinois. Sean has been providing accounting and tax services to clients through Scott Wealth Management LLC since January 2022. Sean's specializations include providing financial planning, portfolio management for individuals and businesses, and pension consulting services.
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
IL
08/13/2024 - Present
Cetera Investment Advisers LLC (MT VERNON IL)
BOTH
Issued 08/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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