Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stephenson is a financial advisor with Fidelity Personal and Workplace Advisors, a firm with over 15,000 employees and $819 billion in assets under management. Robert is registered with the state of Massachusetts, and holds Series 63, Series 66, and Series 7 licenses, as well as a Certified Financial Planner designation. Robert has been in the financial services industry since June 2011, and has experience providing financial planning, portfolio management, and investment advice to individuals, corporations, and charitable organizations. Robert has specialized experience in advising clients on investments in fixed income, equities, mutual funds, and exchange-traded funds. Robert is dedicated to providing personalized financial advice to help clients achieve their financial goals.
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.
1
2
MA
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 03/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Robert Stephenson is the right advisor for you? Invested Better is here to help.
