Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gola is a financial advisor with Truist Advisory Services, Inc. Scott has been in the financial services industry since 2001 and is registered with the state of Pennsylvania. Scott has experience in providing financial planning, portfolio management for individuals and businesses, and wrap fee products. Scott is committed to providing his clients with personalized financial advice and strategies to help them reach their financial goals. Scott has worked with a number of firms during his career including BB&T Securities, LLC and BB&T Investment Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
PA
02/17/2021 - Present
Truist Advisory Services, Inc. (WYOMISSING PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BERNVILLE PA)
PA
04/22/2009 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BERNVILLE PA)
PA
05/27/2008 - 04/22/2009
LPL FINANCIAL CORPORATION (ROBESONIA PA)
PA
08/25/2003 - 05/27/2008
IFMG SECURITIES, INC. (ROBESONIA PA)
MO
10/23/2001 - 09/06/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 09/23/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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