Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Whitman Matheson is a financial advisor with over 28 years of experience in the financial services industry. Scott is registered with Ameriprise Financial Services, LLC and has been with Ameriprise since 2017. Prior to that, Scott was with WELLS FARGO ADVISORS LLC. Scott has a strong commitment to providing personalized financial planning and investment advice to individuals, families, and businesses. Scott is committed to helping clients achieve their financial goals, whether it be saving for retirement, planning for college, or protecting their assets.
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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VA
04/26/2017 - Present
Ameriprise Financial Services, LLC (Virginia Beach VA)
VA
07/01/2003 - 04/27/2017
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
NY
09/01/1994 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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