Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Candace? Claim Your ProfileCandace Louise Stepp is a registered representative with Fidelity Brokerage Services LLC and an Investment Advisor Representative with Fidelity Personal And Workplace Advisors. Candace has been in the securities industry since November 14, 2011. Candace is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 9, 63 and 66 licenses, as well as the SIE exam. Candace has a total of 53 state registrations. Candace is actively registered in both the Broker-Dealer and Investment Advisor spaces.
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
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 6/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/9/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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