Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Bradley Wilson is a financial advisor with over 20 years of experience in the industry. Scott is currently registered with Charles Schwab & Co., Inc. and has been with the firm since September 2016. Scott previously worked for TD Ameritrade, Inc., Ameriprise Financial Services, Inc., WADDELL & REED, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., UBS Financial Services Inc., and Nuveen Investments, LLC. Scott is a licensed Series 66, 10, 9, 24, 7, and SIE. Scott is registered in 45 states and has a strong track record of success in helping clients achieve their financial goals.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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VA
10/25/2016 - Present
Charles Schwab & CO., Inc. (Reston VA)
VA
02/08/2022 - 05/19/2024
TD AMERITRADE, INC. (RESTON VA)
VA
11/10/2014 - 09/30/2016
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
VA
08/03/2012 - 11/19/2014
WADDELL & REED (VIENNA VA)
NJ
06/01/2009 - 08/08/2012
MORGAN STANLEY SMITH BARNEY (MT. LAUREL NJ)
NJ
10/17/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
11/07/2006 - 10/24/2008
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
PA
09/13/2006 - 10/06/2006
NUVEEN INVESTMENTS, LLC (RADNOR PA)
NJ
02/23/2004 - 07/21/2006
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
BOTH
Issued 06/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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