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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Byrd is a financial advisor with Ameriprise Financial Services, LLC. Scott Byrd has been working in the financial services industry since September 10, 2002. Scott Byrd is registered with the state of Texas, Oklahoma, and other states. Scott Byrd is also a Certified Financial Planner (CFP). Scott Byrd offers a variety of financial services, including financial planning, asset allocation, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. Scott Byrd also serves clients in various industries such as charitable organizations, insurance companies, trusts/estates, pension and profit-sharing plans, corporations or other businesses, and individuals.
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
TX
05/28/2003 - Present
Ameriprise Financial Services, LLC (Bedford TX)
MN
05/13/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
RI
08/07/2002 - 04/08/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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