Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Thomas Wilson is a financial advisor with over 20 years of experience in the industry. He is currently registered with Hilltop Securities Inc. in Dallas, TX. Scott has previously worked for a number of other firms, including Morgan Stanley, Touchstone Securities, Inc., Prudential Investment Management Services LLC, John Hancock Distributors LLC, and Manulife Wood Logan, Inc. He holds a variety of licenses and certifications, including Series 6, 7, 9, 10, 63, and 65. Scott specializes in providing financial planning, investment management, and educational seminars. He works with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
12b-1 fees
1
2
TX
08/16/2023 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
05/09/2019 - 08/14/2023
MORGAN STANLEY (Dallas TX)
OH
01/30/2017 - 04/15/2019
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
NJ
12/20/2010 - 11/05/2015
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
MA
01/01/2002 - 11/03/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
05/25/2001 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IA
Issued 09/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/24/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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