Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Lawrence Peterich is a financial advisor with Fidelity Personal and Workplace Advisors. Scott has been in the financial industry since 2011 and holds licenses to provide investment advice in 22 states. Scott is also a Certified Financial Planner. Scott has a diverse background with experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC, TIAA-CREF Individual & Institutional Services, LLC, and Fidelity Investments. Scott is dedicated to helping individuals and families 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
FL
01/28/2022 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
NY
06/26/2018 - 11/16/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
NY
08/29/2012 - 06/13/2018
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
FL
06/13/2011 - 08/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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