Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Lynn Cadenhead is a financial advisor with Fidelity Personal And Workplace Advisors. Stephanie has over 20 years of experience in the financial industry. Stephanie has worked with a number of firms including Citizens Securities, Inc., GWFS Equities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Charles Schwab & Co., Inc., and Voya Financial Advisors, Inc. Stephanie is licensed to provide financial advice in Connecticut, Florida, Maine, Massachusetts, New Hampshire, Rhode Island, Vermont and Virginia. Stephanie is dedicated to providing her clients with personalized financial advice and guidance.
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
MA
02/08/2022 - Present
Fidelity Personal AND Workplace Advisors (SHREWSBURY MA)
MA
02/05/2020 - 12/08/2021
CITIZENS SECURITIES, INC. (JAMAICA PLAIN MA)
MA
09/05/2019 - 01/07/2020
GWFS EQUITIES, INC. (ANDOVER MA)
MA
06/11/2018 - 05/31/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEWTON MA)
MA
05/23/2016 - 06/20/2018
CHARLES SCHWAB & CO., INC. (HINGHAM MA)
MA
12/09/2011 - 04/18/2016
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
MA
09/25/2009 - 11/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
11/26/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
03/03/2003 - 11/28/2007
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MN
03/03/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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