Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Devon? Claim Your ProfileDevon Anthony Scarlett is a financial advisor with Fidelity Personal and Workplace Advisors, an investment advisory firm. Devon has been in the securities industry since 2017. Devon has passed the Series 63, Series 65, Series 7, and SIE exams. Devon specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Devon has been registered with Fidelity Personal and Workplace Advisors since 2021. Devon is also registered in several states as an Investment Advisor Representative.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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2
NJ
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (BRIDGEWATER NJ)
NJ
03/27/2018 - 10/17/2019
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
NJ
03/01/2017 - 05/16/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IA
Issued 10/26/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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