Unclaimed
Scott Davis is a financial advisor with Ameriprise Financial Services, LLC. Scott has been in the financial services industry since 2000. Scott is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, Series 63 and Series 66 licenses. Scott is also registered as an Investment Advisor Representative in Washington and Texas. Scott has experience working with individuals, families, businesses, and retirement plans. Scott provides a range of financial services, including asset allocation, financial planning, pension consulting, and portfolio management. Scott 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
WA
01/01/2008 - Present
Ameriprise Financial Services, LLC (Edmonds WA)
WA
10/24/2000 - 10/23/2006
AMERIPRISE FINANCIAL SERVICES, INC. (EDMONDS WA)
MN
10/24/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/07/2000 - 06/06/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/07/2000 - 06/06/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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