Unclaimed
Scott Branson is a registered investment advisor and broker. Scott is a licensed investment advisor representative of Titleist Asset Management, LLC. Scott has been in the industry since 1989. Scott specializes in financial planning, pension consulting and selection of other advisors. Scott has held previous positions at Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A., and Titleist Capital, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
TX
04/14/2023 - Present
Titleist Asset Management, LLC (AUSTIN TX)
TX
04/25/2016 - 04/21/2021
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
TX
10/25/1989 - 04/28/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)
IA
Issued 03/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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