Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Annie? Claim Your ProfileAnnie Jo Scott is an investment advisor representative with Ameriprise Financial Services, LLC. Annie has been in the financial services industry since March 7, 2018. Annie is registered with the state of Ohio and holds the Series 66, Series 7, and SIE licenses. Annie is also a registered investment advisor representative with Ameriprise Financial Services, LLC in Ohio. Annie has a Bachelor of Science degree in Finance from Wright State University. Annie's experience includes working with individuals, families, and businesses to help them achieve their financial goals. Annie offers financial planning services, including retirement planning, college savings, and investment management. Annie also offers educational seminars on a variety of financial topics.
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.
Asset allocation services
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
OH
08/07/2018 - Present
Ameriprise Financial Services, LLC (Dayton OH)
BOTH
Issued 04/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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