Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Maione is an investment advisor representative with Fidelity Personal And Workplace Advisors. Stephanie Maione is registered with the state of New Jersey and Texas as a broker/dealer. Stephanie Maione has been in the securities industry since 2017. Stephanie Maione has been associated with Fidelity Personal And Workplace Advisors since July 2022. Stephanie Maione has passed the Series 63, Series 66, Series 7, and SIE exams. Prior to joining Fidelity Personal And Workplace Advisors, Stephanie Maione worked at Prudential Insurance Company of America, Pruco Securities, LLC., OneAmerica Securities, and AXA Advisors, LLC.
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
NJ
12/12/2024 - Present
Fidelity Personal AND Workplace Advisors (MORRIS PLAINS NJ)
NJ
10/22/2019 - 07/22/2022
PRUCO SECURITIES, LLC. (Basking Ridge NJ)
NJ
11/09/2018 - 10/10/2019
ONEAMERICA SECURITIES, INC. (Parsippany NJ)
NJ
06/28/2017 - 04/05/2018
AXA ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 12/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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