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Scott Eric Wolfe

Truist Investment Services, Inc.

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About Scott Eric Wolfe

Scott Eric Wolfe is a financial advisor with Truist Investment Services, Inc. located in RICHMOND, VA. Scott has been in the financial industry since 1999. Scott is registered with the state of Virginia. Scott holds Series 7, Series 24, Series 52TO, Series 53, Series 99TO, and SIE licenses. Scott was previously registered with BB&T Securities, LLC, CAPITAL BROKERAGE CORPORATION, GENWORTH FINANCIAL SECURITIES CORPORATION, GE INVESTMENT DISTRIBUTORS, INC, and SIGNATOR INVESTORS, INC.

Firm Information

Scott Wolfe is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Scott Wolfe’s Registration & Firm History

VA

05/20/2020 - Present

Truist Investment Services, Inc. (RICHMOND VA)

VA

02/24/2021 - 06/29/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

06/21/2016 - 02/17/2021

BB&T SECURITIES, LLC (RICHMOND VA)

VA

12/07/1999 - 05/05/2016

CAPITAL BROKERAGE CORPORATION (RICHMOND VA)

VA

03/10/2000 - 04/19/2012

GENWORTH FINANCIAL SECURITIES CORPORATION (RICHMOND VA)

CT

02/14/2003 - 08/12/2004

GE INVESTMENT DISTRIBUTORS, INC (STAMFORD CT)

MA

09/02/1999 - 12/10/1999

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 11/08/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/01/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/01/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Eric Wolfe.
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