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 currently registered with Truist Advisory Services, Inc., providing financial advisory services in North Carolina and Texas. Scott has been in the financial services industry since 1999. Scott has a Series 7, Series 63, and Series 65 license and has been registered with several firms throughout their career including BB&T Securities, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott has a wide range of experience in the financial services industry and is a valuable asset to their clients.
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 08/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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