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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Guy Priestley is a financial advisor with Fidelity Personal and Workplace Advisors. Scott has been in the financial industry for over six years and holds multiple licenses and certifications including the Series 63, Series 65, and the Series 7. Scott specializes in financial planning, portfolio management, and investment advice for individuals, businesses, and charitable organizations. Scott is a Certified Financial Planner and is registered with the state of Illinois and Texas. Prior to joining Fidelity Personal and Workplace Advisors, Scott worked at AssetMark Brokerage, LLC and Fidelity Brokerage Services LLC. Scott is committed to providing his clients with personalized financial advice to help them achieve their financial goals.
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.
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2
IL
07/25/2022 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
02/16/2018 - 05/31/2022
ASSETMARK BROKERAGE, LLC (Chicago IL)
NH
10/08/2016 - 11/30/2017
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 03/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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