Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wise is a financial advisor with PNC Investments in CLEVELAND, OH. Scott has been in the industry since 2003 and has experience providing investment advice to individuals, businesses, and institutions. Scott holds the Series 7, 6, and 63 licenses and has earned the SIE designation. Scott specializes in portfolio management and financial planning. Previously, Scott worked at FIFTH THIRD SECURITIES and NATCITY INVESTMENTS.
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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OH
09/14/2020 - Present
PNC Investments (CLEVELAND OH)
OH
02/27/2012 - 06/29/2015
FIFTH THIRD SECURITIES, INC. (STRONGSVILLE OH)
OH
11/13/2009 - 01/30/2012
PNC INVESTMENTS (LAKEWOOD OH)
OH
03/07/2007 - 11/13/2009
NATCITY INVESTMENTS, INC. (LAKEWOOD OH)
OH
06/05/2006 - 03/05/2007
METLIFE SECURITIES INC. (BROADVIEW HEIGHTS OH)
OH
06/05/2006 - 03/05/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROADVIEW HEIGHTS OH)
IL
12/17/2002 - 05/13/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
05/14/2002 - 12/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
OH
07/07/1999 - 09/28/2000
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
BC
Issued 08/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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