Unclaimed
Scott Wiegal is a financial advisor at Ameriprise Financial Services, LLC, a firm with a long history of providing financial advice and services to individuals, families, and businesses. Scott has been in the financial services industry since 2008 and holds a variety of licenses and certifications, including Series 6, 7, 63, and 65 licenses. Scott specializes in providing comprehensive financial planning, investment management, retirement planning, and insurance services to clients in Oregon, Washington, Texas, California, Alaska, Arizona, Colorado, Kentucky, Missouri, Montana, Nevada, Tennessee, and Virginia. Scott's background and experience, combined with his commitment to providing personalized service, make him a valuable resource for clients seeking to 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.
1
2
OR
04/18/2016 - Present
Ameriprise Financial Services, LLC (Salem OR)
OR
11/26/2012 - 08/14/2015
JHS CAPITAL ADVISORS, LLC (SALEM OR)
OR
01/06/2012 - 11/28/2012
TRANSAMERICA FINANCIAL ADVISORS, INC (PORTLAND OR)
OR
10/14/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (PORTLAND OR)
IA
Issued 03/19/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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