Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maurice? Claim Your ProfileMaurice Studer is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Maurice is based in STAMFORD, CT. Maurice has been in the financial industry since 2018. Prior to Fidelity, Maurice worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Laidlaw & Company (UK) Ltd. Maurice is licensed to advise on securities in Alabama, California, Connecticut, Florida, Georgia, Idaho, Massachusetts, New Jersey, New York, and Texas. Maurice has passed the Series 7, Series 63, Series 66 and the Securities Industry Essentials Examination.
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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CT
03/21/2022 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
CT
08/15/2019 - 01/27/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WESTPORT CT)
NY
06/21/2018 - 07/29/2019
LAIDLAW & COMPANY (UK) LTD. (NEW YORK NY)
BOTH
Issued 08/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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