Unclaimed
Scott Jacob Aspinwall is an investment advisor representative at Ameriprise Financial Services, LLC. Scott has been in the industry since May 2009 and has a Series 6, Series 6TO, and SIE licenses. Scott specializes in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. Scott also provides educational seminars and has experience working with high-net-worth individuals, charitable organizations, trusts/estates, pension and profit-sharing plans, and corporations or other businesses.
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
MN
03/15/2022 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
05/10/2007 - 03/09/2020
AMERIPRISE FINANCIAL SERVICES, LLC (Minneapolis MN)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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