Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Kennington Jeppson is an investment advisor representative with Ameriprise Financial Services, LLC. Scott has been in the securities industry since December 19, 2018. Scott holds the Series 63, 66 and 7 licenses and the SIE exam. Scott's experience includes working for Fidelity Brokerage Services LLC and Strata Fund Solutions. Scott's registration is currently active in 30 states, including Texas and Utah, for both Broker-Dealer and Investment Advisor activities. Scott provides financial planning and portfolio management services to individuals, businesses, pension plans, charitable organizations, and insurance companies.
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
UT
10/20/2021 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
UT
03/11/2021 - 09/29/2021
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
UT
06/27/2018 - 10/05/2020
FIDELITY BROKERAGE SERVICES LLC (AMERICAN FORK UT)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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