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 McKinnie is a financial advisor at Ameriprise Financial Services, LLC. Scott has been working in the financial services industry since February 2011. Scott has a background with firms such as Royal Alliance Associates, Inc., Signator Investors, Inc., PNC Investments, and FSC Securities Corporation. Scott is registered with the state of Michigan and has been serving clients in the Southgate area for many years. Scott has the Series 66, Series 7 and SIE licenses and holds the Certified Financial Planner designation. Scott specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and trusts. Scott is committed to providing his clients with personalized financial advice that meets their unique needs and 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
MI
08/01/2019 - Present
Ameriprise Financial Services, LLC (SOUTHGATE MI)
MI
11/02/2018 - 07/26/2019
ROYAL ALLIANCE ASSOCIATES, INC. (LIVONIA MI)
MI
02/02/2018 - 11/02/2018
SIGNATOR INVESTORS, INC. (SOUTHFIELD MI)
MI
10/12/2016 - 02/09/2018
PNC INVESTMENTS (LINCOLN PARK MI)
MI
08/01/2014 - 10/07/2016
AMERIPRISE FINANCIAL SERVICES, INC. (SOUTHGATE MI)
MI
01/31/2012 - 08/01/2014
FSC SECURITIES CORPORATION (TRENTON MI)
NC
12/03/2009 - 12/08/2010
FIRST ALLIED SECURITIES, INC. (CHARLOTTE NC)
BOTH
Issued 12/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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