Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Scott is a financial advisor with Fidelity Personal and Workplace Advisors. Jason has been in the financial services industry since 2019 and holds Series 7, 63, and 66 licenses. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. Jason is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
PA
07/11/2022 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
12/26/2018 - 10/04/2021
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
BOTH
Issued 05/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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