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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeremy? Claim Your ProfileJeremy P. Schottroff is a financial advisor with Ameriprise Financial Services, LLC. Jeremy has been working in the financial industry for over 9 years. Jeremy is registered as a Registered Representative in Arkansas, Massachusetts, Minnesota, Montana, Nevada, Utah, Virginia, and Washington. Jeremy holds FINRA Series 66, 7, 9, 10, and 24 securities licenses. Jeremy is experienced in providing financial planning, asset allocation services, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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
MN
11/02/2023 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
04/02/2020 - 01/27/2022
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
12/11/2014 - 04/02/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/11/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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