Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Gregory Boulton is a financial advisor registered in Connecticut and is currently employed by Fiducient Advisors LLC. Scott has over 10 years of experience in the financial industry, having previously worked at T. Rowe Price Investment Services, Inc. He specializes in financial planning, portfolio management, and investment consulting for individuals and non-profit organizations. Scott is a Series 6, 7, 63, and 66 licensed professional.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
01/11/2021 - Present
Fiducient Advisors LLC (CHICAGO IL)
CO
06/07/2012 - 06/30/2014
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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