Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Ira Kaufman is a financial professional with over 30 years of experience in the financial services industry. Scott is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative of Ameriprise Financial Services, LLC, a firm with over 100 years of experience serving clients. Scott is dedicated to building strong relationships with clients to understand their financial goals and objectives and to create a personalized financial plan that meets their needs. Scott is committed to providing clients with the highest level of service and expertise, and is committed to helping clients 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.
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2
NY
08/24/2022 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
MN
12/20/1988 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
08/25/1988 - 10/24/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 09/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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