Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Burdett is a financial advisor who has been in the industry since 2014. Stephanie has a diverse background, having worked for several financial institutions including Santander Securities LLC, Park Avenue Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citizens Securities, Inc. Stephanie holds a Series 6, 7, 63, 66, 9 and 10 license. Currently, Stephanie is associated with Fidelity Personal And Workplace Advisors where Stephanie provides financial planning and investment advice. Stephanie is registered with the Securities and Exchange Commission (SEC) and several state regulators.
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
03/25/2022 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
RI
05/07/2019 - 03/10/2022
CITIZENS SECURITIES, INC. (E. PROVIDENCE RI)
RI
02/06/2018 - 04/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
MA
08/04/2015 - 01/23/2018
SANTANDER SECURITIES LLC (BROOKLINE MA)
MA
05/01/2014 - 05/01/2015
PARK AVENUE SECURITIES LLC (WELLESLEY MA)
BOTH
Issued 05/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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