Unclaimed
Valentino Scaramuzzo is a financial advisor with Ameriprise Financial Services, LLC. Valentino has been in the financial services industry since 1985 and is licensed to provide financial advice in Florida and New York. Valentino holds several licenses and certifications, including Series 7, 63, 65, 9, 10, 24, and 51. Valentino also holds the designations of Certified Financial Planner and Chartered Financial Consultant. Ameriprise Financial Services, LLC is a large financial services firm with over 140,000 clients and $479 billion in assets under management. The firm provides a variety of financial planning and investment services to individuals, families, and businesses. Valentino is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Garden City NY)
MN
10/27/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/07/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/06/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/02/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Valentino Scaramuzzo is the right advisor for you? Invested Better is here to help.