Unclaimed
Scott Dion is a financial advisor with Ameriprise Financial Services, LLC. Scott has been in the financial industry for over 15 years. Scott has experience working with a variety of clients, including high-net-worth individuals, families, and businesses. Scott holds a Series 7 and Series 63 license, as well as a Series 65 license. Scott is also a registered representative of Ameriprise Financial Services, LLC. Scott's primary office location is in Bedford, NH and Scott is registered with the following states: Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Vermont, and Virginia.
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
NH
01/25/2017 - Present
Ameriprise Financial Services, LLC (BEDFORD NH)
NH
01/12/2009 - 09/07/2016
RBC CAPITAL MARKETS, LLC (NASHUA NH)
NH
09/06/2007 - 11/24/2008
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 04/11/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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