Unclaimed
Scott Leroy Englehart is a registered representative with Ameriprise Financial Services, LLC. Scott has been in the financial services industry for over 19 years. Scott's previous employers include METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Scott holds a Series 6, 7, 63 and 65 license as well as the SIE exam. Scott has passed a total of 5 exams, including state and product exams. Scott is licensed in 16 states, including Arizona, California, District of Columbia, Florida, Illinois, Iowa, Minnesota, North Carolina, Pennsylvania, Tennessee, Texas, Washington, Wisconsin, and Wyoming. Scott is currently registered with Ameriprise Financial Services, LLC in Illinois and Texas. Scott has been working with Ameriprise Financial Services, LLC since 2014.
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
IL
10/29/2019 - Present
Ameriprise Financial Services, LLC (Roscoe IL)
IL
08/16/2004 - 04/04/2014
METLIFE SECURITIES INC. (ROCKFORD IL)
IL
08/16/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LOVES PARK IL)
IA
Issued 12/23/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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