Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Scully is an investment advisor representative with Cetera Investment Advisers LLC. Stephen is based in Houston, Texas. Stephen has been in the financial services industry since June 1987. Stephen is a registered investment advisor in Texas and New York. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for individuals, businesses, and investment companies. The firm has approximately 16618 clients and manages over $104 billion in assets.
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
TX
06/19/2019 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
06/12/1987 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (HOUSTON TX)
BOTH
Issued 9/27/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/3/2006
Series 24 - General Securities Principal Examination
BC
Issued 4/3/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/5/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 6/11/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Stephen Scully is the right advisor for you? Invested Better is here to help.
