Unclaimed
Scott Leibfried is a financial advisor with Ameriprise Financial Services, LLC. Scott has been in the financial industry since 1997 and has a wide range of experience in providing financial advice to individuals, businesses, and organizations. Scott is registered with the state of Iowa and holds several securities licenses, including Series 7, 63, 66, and 24.
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
IA
12/06/2023 - Present
Ameriprise Financial Services, LLC (Dubuque IA)
MN
10/21/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/19/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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