Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Langlais is a financial advisor at Fidelity Personal And Workplace Advisors. Scott is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of experience in the financial services industry. Scott's expertise includes financial planning, portfolio management, and investment advisory services. Scott is committed to helping clients reach 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
CT
05/06/2022 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
CT
05/21/2018 - 09/04/2019
LPL FINANCIAL LLC (FAIRFIELD CT)
CT
07/29/2013 - 05/08/2018
FIDELITY BROKERAGE SERVICES LLC (GREENWICH CT)
CT
07/26/2010 - 06/12/2013
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
CT
02/08/2010 - 07/06/2010
NEWALLIANCE INVESTMENTS, INC. (HAMDEN CT)
CT
07/13/2009 - 02/08/2010
COMMONWEALTH FINANCIAL NETWORK (CHESHIRE CT)
NC
02/13/2006 - 12/31/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
12/15/2003 - 02/16/2006
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
NY
11/26/2002 - 11/18/2003
BNY INVESTMENT CENTER INC. (NEW YORK NY)
MA
08/15/2000 - 11/01/2002
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
RI
11/01/1999 - 07/19/2000
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
12/10/1997 - 10/22/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 12/30/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/07/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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