Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryant? Claim Your ProfileBryant K. Scott is a financial advisor with over 20 years of experience in the industry. Bryant is currently registered with Morgan Stanley in Beverly Hills, California. Bryant has previously worked for a variety of firms, including Wells Fargo Clearing Services, LLC, Charles Schwab & Co., Inc. and UnionBanc Investment Services, LLC. Bryant holds a variety of licenses and certifications, including Series 4, 7, 8, 9, 10, 14, 24, 53, 63, 65 and 66. Bryant is also a Registered Options Principal. Bryant has a broad range of experience in the financial services industry, including investment advisory, financial planning, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
05/24/2023 - Present
Morgan Stanley (Beverly Hills CA)
CA
03/27/2018 - 04/09/2019
WELLS FARGO CLEARING SERVICES, LLC (WOODLAND HILLS CA)
CA
05/15/2015 - 05/08/2017
WELLS FARGO CLEARING SERVICES, LLC (WOODLAND HILLS CA)
IN
08/23/2007 - 12/10/2013
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
CA
09/12/2006 - 08/06/2007
UNIONBANC INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
05/25/2005 - 09/19/2006
CHARLES SCHWAB & CO., INC. (ENCINO CA)
NJ
02/15/2005 - 03/01/2005
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
TX
03/17/2003 - 11/22/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CA
03/05/2002 - 02/19/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
CA
09/21/2000 - 03/06/2002
DREYFUS BROKERAGE SERVICES, INC. (LOS ANGELES CA)
NE
06/01/1998 - 09/06/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NA
08/26/1997 - 06/01/1998
JACK WHITE & COMPANY, INC.
MI
03/10/1997 - 07/25/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
CO
10/23/1996 - 11/12/1996
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 11/18/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/10/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/10/2000
Series 14 - Compliance Officer Examination
BC
Issued 05/06/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/31/1999
Series 4 - Registered Options Principal Examination
BC
Issued 10/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Bryant Scott is the right advisor for you? Invested Better is here to help.
