Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wheeler is a financial professional with Truist Securities, Inc., and has been in the industry since January 3, 2019. Scott is registered with the state of North Carolina and holds the Series 63, SIE, and Series 79 licenses. Scott’s firm, Truist Securities, Inc. has a branch office in Charlotte, NC.
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.
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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NC
01/04/2019 - Present
Truist Securities, Inc. (CHARLOTTE NC)
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2019
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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