Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Robison is a financial advisor with Ameriprise Financial Services, LLC. Scott has been in the financial services industry since 2007. Scott is registered with the state of Kansas and holds FINRA Series 6, 7, 63, 66, and SIE licenses. He has a CFP® certification and specializes in retirement planning, asset allocation, insurance planning, investment management, and estate planning.
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
KS
06/12/2024 - Present
Ameriprise Financial Services, LLC (Overland Park KS)
MO
09/09/2022 - 06/07/2024
CETERA ADVISOR NETWORKS LLC (NORTH KANSAS CITY MO)
KS
05/21/2020 - 05/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LEAWOOD KS)
MO
08/19/2013 - 04/13/2020
CBIZ FINANCIAL SOLUTIONS, INC. (Kansas City MO)
KS
07/14/2008 - 08/05/2013
SII INVESTMENTS, INC. (OVERLAND PARK KS)
KS
02/21/2007 - 06/25/2008
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 05/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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