Unclaimed
Colton Scott Kubicki is a registered investment advisor representative with Ameriprise Financial Services, LLC. Colton has been in the financial services industry since 2023. Colton has Series 7TO, SIE and Series 66 licenses. Colton is registered with the states of Arizona, California, Florida, Maryland, Michigan, New York, North Carolina, Pennsylvania, South Carolina and Virginia. Colton is also registered with FINRA and the state of Texas. Ameriprise Financial Services, LLC is a registered investment advisor firm with offices in Minneapolis, Minnesota. Ameriprise Financial Services, LLC specializes in providing a variety of financial services, including financial planning, asset allocation services, pension consulting, educational seminars and portfolio management for individuals, businesses, and investment companies. Colton's profile indicates that he is active in the business development area and offers various advisory services.
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.
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2
PA
01/07/2025 - Present
Ameriprise Financial Services, LLC (York PA)
BOTH
Issued 10/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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