Unclaimed
Scott Long is a financial advisor with over 20 years of experience in the industry. Scott works for Ameriprise Financial Services, LLC. Scott has been a registered representative since 2001, with previous affiliations with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, 1ST GLOBAL CAPITAL CORP., and FRANKLIN FINANCIAL SERVICES CORPORATION. Scott is licensed to provide advisory services in 21 states. Scott also has a designation as a Personal Financial Specialist. Scott offers a range of services including financial planning, portfolio management for businesses and individuals, selection of other advisors, educational seminars, and asset allocation 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
MI
07/25/2014 - Present
Ameriprise Financial Services, LLC (DECKERVILLE MI)
MI
10/31/2008 - 11/22/2010
SAGEPOINT FINANCIAL, INC. (DECKERVILLE MI)
MI
11/13/2007 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DECKERVILLE MI)
MI
01/13/2004 - 11/05/2007
1ST GLOBAL CAPITAL CORP. (DECKERVILLE MI)
AZ
10/01/2002 - 12/31/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/08/2001 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 08/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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