Unclaimed
Doreen Marcia Scott is an investment advisor representative with Ameriprise Financial Services, LLC. Doreen has been in the securities industry for over 27 years. She holds licenses for the Series 7, Series 8, Series 9, Series 10, Series 31, Series 52, Series 63, and Series 65 exams and has been registered with FINRA and the SEC since 2009. Doreen works out of the Ameriprise Financial Services, LLC office in New Port Richey, Florida. In addition to her work at Ameriprise, Doreen also owns multiple lots of land in several states. She is a licensed real estate agent in Florida and a director of the Iona Foundation, a non-profit community service organization.
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
FL
10/05/2009 - Present
Ameriprise Financial Services, LLC (New Port Richey FL)
FL
11/16/1995 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NEW PORT RICHEY FL)
IA
Issued 06/09/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
BC
Issued 11/14/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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