Unclaimed
John Scott Clifford is a registered representative with Fidelity Personal And Workplace Advisors. John is a securities professional and a registered representative with FINRA and the state of Ohio. John has been in the financial services industry since December 2020 and is currently registered with Fidelity Personal And Workplace Advisors. John has experience with the Series 7 and SIE exams. John is associated with the Fidelity Personal And Workplace Advisors branch office located in ORANGE, OH.
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
OH
10/25/2024 - Present
Fidelity Personal AND Workplace Advisors (ORANGE OH)
BC
Issued 06/28/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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