Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Agwu is a registered investment advisor representative associated with Fidelity Personal And Workplace Advisors. Stephanie has been in the financial services industry since 2021 and has passed several industry exams including the Series 66, Series 7TO and the SIE. Stephanie has also been registered as an investment advisor representative in Colorado. Stephanie is a licensed agent, investment advisor representative and registered representative for Fidelity Personal And Workplace Advisors. Stephanie is also a registered distributor for Sisel International.
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
CO
01/08/2025 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
CO
03/10/2022 - 07/18/2022
LPL FINANCIAL LLC (DENVER CO)
BOTH
Issued 04/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/31/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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