Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Friedman is a financial advisor at Truist Advisory Services, Inc., a firm with a strong focus on providing investment advice and portfolio management services to a broad range of clients, including individuals, corporations, and charitable organizations. Scott has been serving clients for over 25 years and has a deep understanding of the financial markets and a commitment to helping clients achieve their financial goals. Scott is also a Certified Financial Planner and holds a variety of licenses and certifications, including the Series 3, 7, 52, and 63 licenses.
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
FL
03/13/2017 - Present
Truist Advisory Services, Inc. (JUPITER FL)
FL
10/01/2000 - 04/20/2016
WELLS FARGO ADVISORS, LLC (PALM BEACH GARDENS FL)
NC
03/17/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
11/15/1996 - 04/21/1998
NOBLE INTERNATIONAL INVESTMENTS, INC. (BOCA RATON FL)
MI
07/30/1996 - 10/30/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 06/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2004
Series 3 - National Commodity Futures Examination
BC
Issued 01/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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