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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bradley Wasserman is a financial advisor with Moloney Securities Asset Management LLC. Scott has over 30 years of experience in the financial industry. He has been a registered representative with Moloney Securities Asset Management LLC since 2016. Scott holds several licenses and certifications including the Series 7, 24, 4, 52TO, 63 and 65. He is also a registered investment advisor in South Carolina. Scott has experience working with individuals, businesses, and institutions. He specializes in financial planning, portfolio management, and retirement planning. Scott is committed to providing his clients with personalized financial advice that meets their individual needs.
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.
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.
1
2
SC
06/22/2016 - Present
Moloney Securities Asset Management LLC (MYRTLE BEACH SC)
SC
12/20/1999 - 01/04/2010
WASSERMAN & ASSOCIATES, INC. (MYRTLE BEACH SC)
FL
01/03/1995 - 12/31/1999
THOS. K. WASSERMAN & ASSOCIATES, INC. (BOYNTON BEACH FL)
NJ
01/28/1991 - 12/31/1994
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
MO
07/12/1988 - 01/25/1991
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
02/24/1988 - 07/06/1988
COASTAL INVESTMENTS ASSOCIATES, LTD.
IA
Issued 01/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1996
Series 4 - Registered Options Principal Examination
BC
Issued 04/15/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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