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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scarlet? Claim Your ProfileScarlet Rose Worden is a financial advisor with Fidelity Personal and Workplace Advisors, located in Towson, MD. Scarlet has been a registered representative for over six years and holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Scarlet is also a Certified Financial Planner. Scarlet has experience working with high net worth individuals, corporations, pension and profit sharing plans, and charitable organizations.
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
MD
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (TOWSON MD)
MD
07/29/2016 - 07/31/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 09/11/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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