Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gibson is a financial advisor with over 18 years of experience in the industry. Scott is registered with Wells Fargo Advisors Financial Network, LLC, and has previously worked with Ameriprise Financial Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Scott offers financial planning, portfolio management, investment consulting, and pension consulting services to individuals, businesses, and institutional clients. Scott is registered in several states, including Virginia, Colorado, Florida, Maryland, New York, and Pennsylvania. Scott has a proven track record of helping clients reach their financial goals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
04/27/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLOTTESVILLE VA)
VA
06/21/2013 - 05/02/2023
AMERIPRISE FINANCIAL SERVICES, LLC (RICHMOND VA)
VA
01/25/2008 - 06/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTESVILLE VA)
VA
02/23/2005 - 10/16/2007
WACHOVIA SECURITIES, LLC (CHARLOTTESVILLE VA)
IA
Issued 02/15/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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