Scott OsborneCRD Number: 5286872
Current Firm: Ameriprise Financial Services, Inc.
Scott Osborne (CRD# 5286872) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Fort Mitchell, KY and has over 6 years of experience in the finance industry.
Bullseye Investment Management, LLC
Lang Advisors LLC
Opus Capital Group, LLC
|Ameriprise Financial Services Inc.||Edgewood, KY||Dec 2015 - Current||2|
|Ubs Financial Services Inc.||Kenwood, OH||Oct 2014 - Dec 2015||1|
|Union Savings Bank||Cincinnati, OH||Feb 2013 - Oct 2014||1|
|Ameriprise Financial Services||Blue Ash, OH||Feb 2011 - Feb 2013||2|
|Union Savings Bank||Cincinnati, OH||Jan 2009 - Feb 2011||2|
|Coldwell Banker Home Loans||Cincinnati, OH||Mar 2008 - Jan 2009||< 1|
|First Choice Mortgage Corporation||Florence, KY||Nov 2007 - Mar 2008||< 1|
|Morgan Stanley & Company, Incorporated||Cincinnati, OH||Apr 2007 - Nov 2007||< 1|
|Morgan Stanley Dw||Cincinnati, OH||Jan 2007 - Apr 2007||< 1|
|New Beginnings Mortgage & Financial Services, LLC||Florence, KY||Apr 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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
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
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