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    Scott Adler

    Lake Oswego, Oregon

    Financial Consultant

    Fidelity Investments

    Specialties

    check markAccount Management

    check markBusiness Development

    check markSales

    check markPharmaceutical/Medical Sales

    check markSales Engineering

    check markSales Management & Operations

    Where I've Worked
    Fidelity Investments logo

    Oct 2018 – Present

    Financial Consultant

    Fidelity Investments
    H

    Aug 2012 – Feb 2017

    Founder & Owner

    Healthy Micro Market and Vending Company
    W

    Sep 2009 – Aug 2012

    Vice President, Wealth Advisor, Wealth Management Group

    Wells Fargo Wealth Management
    W

    2011 – 2011

    Senior Vice President, Financial Advisor

    Wells Fargo/wachovia Securities, Llc
    W

    Sep 2007 – Sep 2009

    #3 Financial Advisor

    Wealth Management Group
    W

    Sep 2007 – Sep 2009

    Senior Vice President, Financial Advisor

    Wells Fargo Wealth Management
    W

    Jul 2002 – Sep 2007

    Vice President, Financial Advisor

    Wells Fargo Wealth Management
    W

    Jul 2002 – Sep 2007

    Vice President, Financial Advisor

    Wells Fargo Investments, Llc
    W

    Jan 2006 – Jan 2007

    Wells Fargo Wealth Management
    M

    Oct 1998 – May 2002

    Certified Financial Manager, Financial Advisor

    Merrill Lynch
    Where I've Studied

    1996

    Bachelors, Business

    Indiana University

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