Unclaimed
Scott Dennis Doucet is a financial advisor currently working at Fidelity Personal and Workplace Advisors. He joined the firm in July 2018, bringing over a decade of experience in the financial industry. Scott has a strong background in financial planning, portfolio management, and educational seminars. He is licensed to offer investment advice in 52 states and the District of Columbia. Prior to joining Fidelity, Scott held positions at CCO Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and MML Investors Services, Inc.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
08/31/2010 - 08/15/2012
CCO INVESTMENT SERVICES CORP. (MANCHESTER NH)
NH
10/23/2009 - 08/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NH
10/16/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NH
02/13/2002 - 10/18/2007
MML INVESTORS SERVICES, INC. (BEDFORD NH)
BOTH
Issued 01/14/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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