Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott A. Sterrett is an investment advisor representative registered with Truist Advisory Services, Inc. Scott has been in the industry since January 19, 2016. Scott has held previous positions with New England Securities and Newbridge Securities Corporation. Scott specializes in providing financial planning and portfolio management services for individuals and businesses. Scott is also a board member of the Hanover Education Foundation. Scott is registered with the state of Virginia.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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VA
07/21/2016 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
12/02/2010 - 03/02/2011
NEW ENGLAND SECURITIES (GLEN ALLEN VA)
NY
05/12/2008 - 08/11/2008
NEWBRIDGE SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 12/22/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/13/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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