Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Montgomery Webb Shook is a financial advisor with Truist Advisory Services, Inc. in Greenville, NC. Scott has been in the financial industry since 1999 and is registered with FINRA and the state of North Carolina. Scott previously worked at BB&T Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wachovia Securities, LLC. Scott holds the Series 63, Series 65, Series 7 and SIE licenses. Scott specializes in financial planning, portfolio management for individuals and businesses, and providing wrap fee product and financial profiling services. Scott also has a variety of professional interests outside of financial services. Scott serves as a Board member for the Pitt/Greenville Crime Stoppers, the ECU Department of Economics Advisory Board, the East Carolina University Board of Trustees, and the UNC Board of Governors.
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.
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2
NC
04/15/2021 - Present
Truist Advisory Services, Inc. (Greenville NC)
VA
06/06/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
10/23/2009 - 06/09/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENVILLE NC)
NC
06/20/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (GREENVILLE NC)
MO
06/15/2002 - 06/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/14/2000 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
07/28/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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