Unclaimed
Benjamin Scott Bird is a financial advisor at Ameriprise Financial Services, LLC. Benjamin has been in the financial services industry since October 2023 and has experience in a variety of roles, including asset management and mortgage lending. Benjamin is registered to provide investment advice in 18 states, including Utah, Texas, and Arizona. Benjamin holds the Series 66, Series 7TO, and SIE exams. Benjamin specializes in providing financial advice to individuals, businesses, and trusts. Benjamin is committed to helping clients achieve their financial goals.
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
UT
05/29/2024 - Present
Ameriprise Financial Services, LLC (SANDY UT)
BOTH
Issued 12/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/25/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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