Unclaimed
Scott Wayne Salisbury is a financial advisor who has been in the industry since 1991. Scott currently works for Eagle Strategies LLC. Scott has been with Eagle Strategies LLC since 2015. Previously, Scott worked for Wachovia Securities, LLC, First Union Capital Markets Corp., Fahnestock & Co., Inc., Reich & Co., Inc., Princeton Securities Corporation, Graystone Nash, Inc., and Thomas James Associates, Inc. Scott holds several licenses including Series 7, Series 6, Series 24, Series 63, and Series 65. Scott is a Registered Investment Advisor (RIA) in North Carolina. Scott specializes in investment advice, financial planning, and portfolio management for individuals, businesses, 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
NC
06/17/2015 - Present
Eagle Strategies LLC (MINT HILL NC)
MO
10/01/1999 - 08/20/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/28/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
03/25/1994 - 05/10/1995
FAHNESTOCK & CO., INC. (NEW YORK NY)
NA
12/01/1992 - 03/25/1994
REICH & CO., INC.
NA
08/12/1992 - 12/01/1992
REICH & CO., INC.
NY
08/31/1988 - 07/23/1992
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NA
02/12/1987 - 09/07/1988
GRAYSTONE NASH, INC.
NA
04/23/1985 - 02/25/1987
THOMAS JAMES ASSOCIATES, INC.
IA
Issued 06/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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