Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephan? Claim Your ProfileStephan Hoover is a financial advisor who has been in the industry since 1990. Stephan is currently registered with Fidelity Personal and Workplace Advisors and has been with the firm since 2018. Stephan has previously worked with PaineWebber Incorporated, PAMCO Securities and Insurance Services, Liberty Securities Corporation and Compulife Investor Services, Inc.
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
NC
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (WAKE FOREST NC)
NY
02/05/1993 - 11/09/1993
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MN
09/17/1992 - 12/03/1992
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
NY
08/01/1991 - 01/06/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
10/18/1990 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NJ
01/01/1990 - 10/02/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 10/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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