Scott Stern is a registered investment advisor, based in Plymouth Meeting, PA, with 6 years of industry experience.
Location
620 W Germantown Pike, Ste 170, Plymouth Meeting, PA, 19462
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott sells fixed insurance products as an agent/broker, dedicating a few hours per week. He also works as a financial professional for Wealthbridge Financial, spending about full-time hours there.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Nylife Securities LLCBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.