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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 Craig Erkfitz is a financial advisor with Ameriprise Financial Services, LLC, located in Noblesville, IN. Scott has been a financial advisor for over 22 years and has experience in various areas including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management. Scott has a strong track record of helping clients achieve their financial goals.
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
IN
08/11/2017 - Present
Ameriprise Financial Services, LLC (Noblesville IN)
IN
11/18/2011 - 08/14/2017
MORGAN STANLEY (INDIANAPOLIS IN)
IN
07/29/2004 - 11/18/2011
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
TN
06/29/2001 - 08/04/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
IN
05/19/2000 - 06/12/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/19/2000 - 06/12/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 06/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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