Unclaimed
Scott Briggs is a financial advisor with Fidelity Personal And Workplace Advisors. Scott has been in the industry since February 2007. Scott is registered in Illinois and Texas. Scott has experience with a variety of investment products and services. Scott has a wide range of experience and is committed to providing clients with personalized financial advice.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CHICAGO IL)
IL
11/01/2010 - 11/02/2012
METLIFE SECURITIES INC. (GENEVA IL)
IL
01/31/2007 - 11/03/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOMBARD IL)
IA
Issued 12/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/09/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2012
Series 7 - General Securities Representative Examination
BC
Issued 01/27/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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