Unclaimed
Scott Miller is a financial advisor with Ameriprise Financial Services, LLC. Scott has been in the industry since 1989 and holds a variety of licenses and registrations. Scott has a strong focus on providing asset allocation services, financial planning, and portfolio management to individuals and businesses. In addition to Ameriprise, Scott has also worked with Jefferson Pilot Securities Corporation, ING Financial Partners, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company. Scott is registered to provide investment advice in 40 states and territories.
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
FL
09/26/2014 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
FL
02/22/2008 - 04/11/2008
JEFFERSON PILOT SECURITIES CORPORATION (BOCA RATON FL)
FL
07/15/2005 - 02/27/2008
ING FINANCIAL PARTNERS, INC. (BOCA RATON FL)
MN
03/21/1989 - 07/11/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/21/1989 - 07/11/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/31/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/27/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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