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Scott Stergios Phones & Addresses

  • 4580 Zion Ave APT 21, San Diego, CA 92120
  • 10647 Esmeraldas Dr, San Diego, CA 92124 (858) 874-2543
  • 6725 Mission Gorge Rd, San Diego, CA 92120 (619) 281-6477
  • 4697 51St St, San Diego, CA 92115 (619) 287-7686
  • 2917 Clairemont Dr, San Diego, CA 92117 (619) 275-2661
  • Charlotte, NC
  • Hume, IL

Work

Company: Cuso financial services, lp Feb 2018 Position: Investment product manager

Education

School / High School: Baylor University 1994 to 1999 Specialities: Economics

Skills

Mutual Funds • Investments • Alternative Investments • Series 7 • Series 63 • Due Diligence • Asset Allocation • Series 24 • Variable Annuities • Hedge Funds • Wealth Management • Financial Services • Reit • Managed Futures • Bdcs • Securities • Retirement Planning • Financial Advisory • 1031 Exchanges • Structured Notes • General Securities Principal • Fixed Annuities • Equities • Risk Management • Financial Risk • Certificates of Deposit • Structured Products • Regulatory Compliance • Investment Strategies • Etfs • Broker Dealer • Finra • Product Management • Structured Investments • Investment Management

Languages

English

Interests

Science and Technology • Environment • Arts and Culture • Economic Empowerment

Industries

Financial Services

Resumes

Resumes

Scott Stergios Photo 1

Investment Product Manager

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Location:
4167 Utah St, San Diego, CA 92104
Industry:
Financial Services
Work:
Cuso Financial Services, Lp
Investment Product Manager

Cuso Financial Services, Lp
Branch Supervisor and Osj

Lpl Financial Sep 2009 - Jul 2017
Senior Product Risk Analyst

Lpl Financial 2002 - Sep 2009
Senior Product Analyst

Lpl Financial Oct 2003 - May 2006
Team Lead, Service Center
Education:
Baylor University 1994 - 1999
University of San Diego 1994
Skills:
Mutual Funds
Investments
Alternative Investments
Series 7
Series 63
Due Diligence
Asset Allocation
Series 24
Variable Annuities
Hedge Funds
Wealth Management
Financial Services
Reit
Managed Futures
Bdcs
Securities
Retirement Planning
Financial Advisory
1031 Exchanges
Structured Notes
General Securities Principal
Fixed Annuities
Equities
Risk Management
Financial Risk
Certificates of Deposit
Structured Products
Regulatory Compliance
Investment Strategies
Etfs
Broker Dealer
Finra
Product Management
Structured Investments
Investment Management
Interests:
Science and Technology
Environment
Arts and Culture
Economic Empowerment
Languages:
English
Scott M Stergios from San Diego, CA, age ~48 Get Report