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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Scott West is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. John has been in the financial services industry since 2018 and is currently registered with FINRA, the state of Washington and the state of Texas. John holds the Series 66 and Series 7TO securities licenses. John has experience working with a range of clients including high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. John also provides financial planning, educational seminars and selection of other advisors services to clients. John's primary business address is located in Bellevue, Washington.
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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WA
09/09/2024 - Present
Fidelity Personal AND Workplace Advisors (SEATTLE WA)
BOTH
Issued 09/05/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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