Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scotty? Claim Your ProfileScotty R. Crouthamel is a Registered Representative and Investment Advisor Representative at Fidelity Personal AND Workplace Advisors. Scotty is registered with the State of North Carolina. Scotty has been in the industry for 2 years. Scotty has passed the following exams: Series 7, Series 66 and SIE. Scotty is registered in 54 states. Scotty's firm has approximately $1 billion - $10 billion in assets under management and serves individuals, corporations or other businesses, insurance companies, investment companies, high net worth individuals, charitable organizations, pension and profit-sharing plans and state or municipal government entities.
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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NC
09/07/2022 - Present
Fidelity Personal AND Workplace Advisors (DURHAM NC)
BOTH
Issued 09/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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