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 Seney is a financial advisor with Fidelity Personal And Workplace Advisors in Boston, MA. Scott has been working in the financial services industry since 2011. Scott is registered with the state of Massachusetts as both a securities broker and an investment advisor. Fidelity Personal And Workplace Advisors is a large financial services firm with offices across the country. Fidelity Personal And Workplace Advisors has a broad range of financial products and services available to their clients. The firm manages over $1 trillion in assets for individual, institutional, and corporate clients. Fidelity Personal And Workplace Advisors offers financial planning, investment management, and retirement planning services.
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
MA
10/14/2020 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
RI
12/14/2011 - 05/29/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 07/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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