Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Olson is a financial advisor with Fidelity Personal And Workplace Advisors. Scott has been in the financial services industry since 2015. Scott provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and businesses, and pension and profit-sharing plans. Scott holds the Series 6, 7, 63, and 65 licenses and the SIE designation. Scott also holds the Chartered Financial Consultant designation. Scott is registered in the state of New Jersey.
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
NJ
07/09/2024 - Present
Fidelity Personal AND Workplace Advisors (WAYNE NJ)
NY
03/20/2024 - 05/29/2024
NYLIFE DISTRIBUTORS LLC (White Plains NY)
NH
07/15/2021 - 02/28/2024
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NJ
01/22/2021 - 03/26/2021
NYLIFE SECURITIES LLC (SADDLE BROOK NJ)
NJ
10/05/2015 - 10/14/2020
PRUCO SECURITIES, LLC. (Haskell NJ)
IA
Issued 05/18/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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