Scott Anderson (CRD# 4660889) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Jackson, MI and has over 20 years of experience in the finance industry. Scott Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6751518
Edward Jones
CRD# 5591514
Edward Jones
CRD# 1741636
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Jackson, MI | Nov 2023 - Current | < 1 |
| Ameriprise Financial Services, LLC | Jackson, MI | Aug 2023 - Current | < 1 |
| Comerica Securities, Inc. | Jackson, MI | Sep 2016 - Current | 7 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Aug 2016 | 1 |
| Morgan Stanley Smith Barney | Jackson, MI | Jun 2009 - Aug 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2003 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- MI
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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