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 an investment advisor representative at Charles Schwab & Co., Inc.. Wilson has been in the financial industry for over 20 years. Wilson has worked for a number of firms over this time including TD Ameritrade, Inc., Ameriprise Financial Services, Inc., Waddell & Reed, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and UBS Financial Services Inc. Wilson has also worked as a financial advisor and insurance agent. Wilson has a Series 66 license, a Series 7 license, and a Series 10, 9, and 24 licenses. Wilson is licensed in 45 states and the District of Columbia. Wilson is also registered as an Investment Advisor Representative in 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.
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 6/23/2004
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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