Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Pacheco is a registered investment advisor representative and general securities principal at Fidelity Personal And Workplace Advisors in Smithfield, Rhode Island. Stephanie holds a Series 6, 7, 10, 24, 63, and 65 licenses. Stephanie has over 12 years of experience in the securities industry. Previously, Stephanie worked at Citizens Securities, 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.
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2
RI
10/27/2021 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
05/23/2011 - 09/27/2021
CITIZENS SECURITIES, INC. (JOHNSTON RI)
IA
Issued 05/24/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/31/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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