Unclaimed
Scott Roslonowski is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 2004. Scott is registered to offer investment advice in several states including Florida, Illinois, Indiana, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas and Vermont. Scott has been a registered representative at Ameriprise Financial Services, LLC since 2009. Scott is also a registered Investment Advisor representative in Florida. Scott offers a variety of financial services including financial planning, portfolio management for individuals and businesses, educational seminars, selection of other advisers, and publication of periodicals. Scott specializes in Retirement Planning, Education Planning, Estate Planning and Insurance and Annuity Products. Scott's previous employers include Ameriprise Advisor Services, Inc. and Morgan Stanley & Co. Incorporated.
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
FL
10/05/2009 - Present
Ameriprise Financial Services, LLC (Indian Harbour Beach FL)
FL
05/30/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
FL
04/02/2007 - 06/02/2008
MORGAN STANLEY & CO. INCORPORATED (MELBOURNE FL)
FL
06/03/2004 - 04/02/2007
MORGAN STANLEY DW INC. (MELBOURNE FL)
IA
Issued 07/09/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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