Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Wayne Salisbury is an investment advisor representative with Eagle Strategies LLC. Scott has been in the securities industry since February 9, 1991 and is registered with the state of North Carolina and the FINRA. Scott is a registered representative for Eagle Strategies LLC, but Scott also operates under the DBA name of SWS Financial Group, Inc. for the purpose of selling New York Life products and services as well as brokering non-registered insurance products. Scott is also a board member of the Mint Hill Chamber of Commerce. Scott specializes in providing financial planning, educational seminars, and portfolio management for individuals.
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 6/9/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/8/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 5/20/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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