Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott David Lorenzen is an investment advisor representative with Ameriprise Financial Services, LLC. Scott has been in the financial services industry since January 15, 1992. The advisor has a total of 17 approved state registrations, including registrations in Washington, North Dakota, Arizona, Alaska, California, Colorado, Georgia, Idaho, Minnesota, Montana, Nebraska, Nevada, New Mexico, Oregon, Pennsylvania, Utah, and Virginia. Scott is also a registered investment advisor in Washington and North Dakota. Scott is based in Seattle, Washington. The advisor works out of the Ameriprise Financial Services, LLC office in Seattle, Washington.
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
WA
10/05/2009 - Present
Ameriprise Financial Services, LLC (Seattle WA)
WA
07/06/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SEATTLE WA)
NY
01/16/1992 - 07/08/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/21/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 01/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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