Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Thomas Esco has been in the financial services industry since July 12, 1996. Scott is a registered representative of Ameriprise Financial Services, LLC and holds a Series 63 license. Scott also holds Series 7 and SIE licenses. Scott has 36 active state registrations, 2 active IA state registrations, and has experience working with high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Scott specializes in providing a variety of financial services, including financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for businesses and individuals. Scott provides services from their branch offices in Manteca, Walnut Creek, Turlock, Laguna Hills, Brentwood, and Mckinney.
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
CA
08/05/2011 - Present
Ameriprise Financial Services, LLC (MANTECA CA)
MN
07/02/1997 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
07/09/1996 - 06/27/1997
ALAMO CAPITAL (WALNUT CREEK CA)
BC
Issued 06/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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