Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Montgomery Laney is a financial advisor with Ameriprise Financial Services, LLC, located in Charleston, South Carolina. Scott has been in the financial services industry since August 1996 and has a strong background in providing comprehensive financial advice. Scott's professional licenses and certifications include Series 7, Series 52, Series 63, and Series 65. He provides a range of services including financial planning, asset allocation, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. Prior to joining Ameriprise, Scott worked for Wells Fargo Advisors and Wells Fargo Clearing Services, LLC.
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
SC
01/02/2018 - Present
Ameriprise Financial Services, LLC (Charleston SC)
SC
06/15/2002 - 01/23/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
NC
06/09/1998 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
MI
07/26/1996 - 05/12/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/19/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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