Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaun? Claim Your ProfileShaun W Scott is an investment advisor representative with Ameriprise Financial Services, LLC. Shaun has been in the financial services industry since October 2012. Shaun is registered to provide investment advice in Texas. Prior to joining Ameriprise, Shaun worked with UBS Financial Services Inc., LPL Financial LLC and Ameriprise Financial Services, Inc. Shaun holds Series 7, 63, and 65 licenses. Shaun specializes in providing financial planning, investment management, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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
CT
09/08/2021 - Present
Ameriprise Financial Services, LLC (Middlebury CT)
MN
03/21/2014 - 09/05/2017
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
07/31/2013 - 03/21/2014
LPL FINANCIAL LLC (GOLDEN VALLEY MN)
MN
10/02/2012 - 08/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
IA
Issued 11/30/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Shaun Scott is the right advisor for you? Invested Better is here to help.
