Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Combs is a financial advisor who has been active in the industry since 1993. He currently works at Fidelity Personal and Workplace Advisors, where he provides financial planning, portfolio management, and educational seminars. Scott has held previous roles with Fidelity Investments Institutional Services Company, Inc. and Fidelity Brokerage Services, Inc. He holds various licenses and certifications, including Series 7, 6, 9, 10, 63 and 66. Scott has experience in a variety of financial services areas, including investment management, retirement planning, and insurance. He serves clients in Kentucky, Texas and other states.
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.
1
2
KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
RI
09/21/1995 - 09/29/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
09/22/1993 - 09/21/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BOTH
Issued 05/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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