Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kesten is a financial advisor with Ameriprise Financial Services, LLC. Scott has over 16 years of experience in the financial services industry. Scott is registered to provide investment advice in multiple states, including Illinois, Texas, Tennessee, and Colorado. Scott holds multiple licenses, including Series 6, 7, 63, and 65, and is a Certified Financial Planner. Scott works with a range of clients, including individuals, families, corporations, and non-profits. Scott specializes in providing financial planning, portfolio management, and asset allocation services. Scott has previously worked with PNC Investments and J.P. Morgan Securities LLC.
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
IL
09/08/2023 - Present
Ameriprise Financial Services, LLC (DEERFIELD IL)
IL
03/20/2020 - 09/12/2023
PNC INVESTMENTS (CHICAGO IL)
IL
10/01/2012 - 02/21/2020
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/22/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
03/23/2006 - 10/05/2009
CHASE INVESTMENT SERVICES CORP. (SKOKIE IL)
IA
Issued 08/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/22/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Scott Kesten is the right advisor for you? Invested Better is here to help.
