Unclaimed
Scott Nordstrom is a financial advisor with Fidelity Personal And Workplace Advisors, where Scott has been registered since June 2022. Scott has been active in the financial services industry since February 2017, previously working with Lincoln Investment and Raymond James Financial. Scott has also worked with Idlewild Baptist Church and Capital Analysts. Scott holds Series 7TO, Series 66 and SIE licenses and is currently registered in 54 states and the District of Columbia. Scott offers financial planning and portfolio management for individuals and businesses.
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
FL
11/28/2023 - Present
Fidelity Personal AND Workplace Advisors (LUTZ FL)
FL
12/01/2020 - 05/13/2022
LINCOLN INVESTMENT (LUTZ FL)
BOTH
Issued 01/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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