Unclaimed
Scott Bechtold is a financial advisor associated with Ameriprise Financial Services, LLC. Scott has been in the industry since 1997 and is licensed in several states including Pennsylvania, Texas, and New Jersey. Scott holds Series 7 and Series 63 licenses, as well as the Securities Industry Essentials Examination (SIE) certification. Scott's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting. Scott provides asset allocation services and has been recognized as a Chartered Financial Consultant.
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
PA
06/15/2023 - Present
Ameriprise Financial Services, LLC (Carlisle PA)
PA
04/05/2010 - 11/30/2010
SECURITIES AMERICA, INC. (LANCASTER PA)
MN
07/09/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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