Unclaimed
Scott Morelli is a financial professional with over 4 years of experience in the financial services industry. Scott is currently registered with Fidelity Brokerage Services LLC. Scott has held a Series 7TO and SIE licenses since 2019. Previously, Scott was associated with NATIONAL FINANCIAL SERVICES LLC.
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.
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.
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2
RI
10/25/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
06/03/2019 - 09/01/2022
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BC
Issued 06/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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