Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McCarty is a registered representative with Fidelity Personal And Workplace Advisors. Scott has been in the securities industry for 2 years. Scott has a Series 7, SIE, 63 and 66 license. Scott is registered to conduct business in 53 states and 2 districts. Scott is currently employed by Fidelity Personal And Workplace Advisors in Durham, NC. Scott also has a history of employment with Equitable Advisors, LLC. Scott's area of expertise is in financial planning, portfolio management for individuals and businesses, and educational seminars. Scott also provides selection of other advisors.
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
NC
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
NC
08/19/2022 - 09/16/2022
EQUITABLE ADVISORS, LLC (RALEIGH NC)
NC
02/01/2022 - 03/24/2022
EQUITABLE ADVISORS, LLC (RALEIGH NC)
BOTH
Issued 05/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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