Unclaimed
Scott Kirk Shriver is a financial advisor at First Citizens Investor Services, Inc. Scott has been working in the financial services industry since 1994. Scott has a wide range of experience in the financial services industry, including working for Morgan Stanley and MBSC Securities Corporation. Scott holds several licenses, including Series 7, Series 63, Series 10, and Series 9. Scott is registered to provide investment advice in multiple states, including Virginia, Florida, Georgia, Maryland, New Mexico, North Carolina, Pennsylvania, and Washington. Scott is committed to providing personalized financial advice to individuals and families.
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.
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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2
VA
03/28/2018 - Present
First Citizens Investor Services, Inc. (Richmond VA)
VA
10/19/2017 - 03/19/2018
MORGAN STANLEY (CHARLOTTESVILLE VA)
NY
11/06/2006 - 12/23/2016
MBSC SECURITIES CORPORATION (NEW YORK NY)
NY
03/29/2000 - 05/25/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
04/27/1994 - 03/30/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1995
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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