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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stefan? Claim Your ProfileStefan Jelev is an investment advisor representative with Fidelity Personal and Workplace Advisors, based in Merrimack, NH. Stefan has been in the securities industry since 2019 and has experience with both individual and business portfolio management. Stefan's professional experience includes roles at Northwestern Mutual Investment Services, LLC and University of New Hampshire. Stefan holds FINRA Series 63, 65, and 7 licenses. He is registered to provide investment advisory services in California, New Hampshire and Texas.
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
NH
09/27/2021 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
08/09/2019 - 06/05/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Manchester NH)
IA
Issued 01/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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