Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Michael Pollak is an investment advisor representative with Ameriprise Financial Services, LLC. Scott has been in the financial services industry for over 20 years. Scott has passed both the Series 7 and Series 66 examinations. Scott specializes in providing investment advice for individuals, families, and businesses. Scott also provides financial planning services, including retirement planning, college savings planning, and estate planning. Ameriprise Financial Services, LLC is a large financial services company that provides a wide range of financial products and services to individuals, families, and businesses. Ameriprise Financial Services, LLC has over $479 billion in assets under management and serves over 140,000 clients.
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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CA
11/13/2017 - Present
Ameriprise Financial Services, LLC (Orinda CA)
MN
09/04/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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