Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Carmody is a financial advisor at Fidelity Personal And Workplace Advisors. Scott has been a registered representative for over 13 years and has passed the Series 6, Series 7, Series 63, and Series 65 exams. Scott is also a Certified Financial Planner. Scott provides a wide range of financial services to individuals, families, and businesses including financial planning, portfolio management, and educational seminars.
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
CO
09/09/2019 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
10/28/2014 - 04/09/2018
BLACK CREEK CAPITAL MARKETS, LLC (DENVER CO)
CO
09/28/2010 - 09/17/2014
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 01/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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