Unclaimed
Scott Bryant is a financial advisor with PNC Investments. Scott has been in the financial industry since 2006, and has experience with various firms including J.P. Morgan Securities LLC, PRUCO Securities, LLC., TD Ameritrade, Inc. and VALIC Financial Advisors, Inc.. Scott is registered to provide investment advice in Arizona, California and Wisconsin. Scott holds the Series 7 and Series 66 licenses and the SIE certification. Scott's clients include high-net-worth individuals, corporations, and individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/28/2022 - Present
PNC Investments (PALM SPRINGS CA)
CA
03/31/2021 - 09/13/2022
J.P. MORGAN SECURITIES LLC (PALM SPRINGS CA)
CA
06/05/2019 - 02/26/2021
PRUCO SECURITIES, LLC. (Palm Desert CA)
CA
12/04/2013 - 01/23/2019
TD AMERITRADE, INC. (INDIAN WELLS CA)
CA
06/22/2009 - 11/21/2013
VALIC FINANCIAL ADVISORS, INC. (ORANGE CA)
CA
05/29/2008 - 02/03/2009
WACHOVIA SECURITIES, LLC (DESERT HOT SPRINGS CA)
CA
01/22/2007 - 04/14/2008
EDWARD JONES (LA QUINTA CA)
CA
12/14/2006 - 01/24/2007
WADDELL & REED, INC. (RIVERSIDE CA)
CA
08/22/2006 - 10/27/2006
WM FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
07/13/2005 - 05/12/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (PALM SPRINGS CA)
CA
10/15/2004 - 06/09/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/01/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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