Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Andrew Peterson is a financial advisor registered with Advisory Services Network and is licensed in Florida. Scott has been working in the financial services industry since 1991 and has experience with Ameriprise Financial Services, Inc. and Ballast Advisors, LLC. Scott is a Registered Representative and holds Series 6, 7, 4, and 66 licenses. Scott specializes in providing financial planning and portfolio management services to individuals and businesses. Scott is also a licensed insurance agent selling fixed annuities and life insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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
06/12/2023 - Present
Advisory Services Network (Boca Raton FL)
MN
02/21/2001 - 02/08/2017
AMERIPRISE FINANCIAL SERVICES, INC. (WOODBURY MN)
MN
02/21/2001 - 05/22/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
04/13/1995 - 05/19/2000
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
06/12/1991 - 09/13/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/12/1991 - 09/13/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/1995
Series 4 - Registered Options Principal Examination
BC
Issued 02/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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