Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Salerno is a financial advisor with Osaic Wealth, Inc. Scott has been working in the financial industry since 1990. He holds the Series 63 and Series 65 licenses, and has passed the Series 7 and SIE exams. Scott's primary focus is on providing financial planning and portfolio management services for individuals and businesses. Prior to joining Osaic Wealth, Inc. Scott was with Woodbury Financial Services, Inc. and Morgan Stanley.
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.
A percentage of the total value of assets under management is charged.
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VA
01/19/2024 - Present
Osaic Wealth, Inc. (RESTON VA)
VA
06/21/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CHANTILLY VA)
MD
06/01/2009 - 06/24/2019
MORGAN STANLEY (POTOMAC MD)
MD
04/20/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
NY
06/21/1990 - 04/25/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/08/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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