Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Conrad is a financial advisor with Fidelity Brokerage Services LLC. Stephanie has been in the financial services industry since 1994. Stephanie is registered with FINRA and holds the Series 6, 7, 63, 66, and SIE licenses. Stephanie's clients are primarily individuals, but she also works with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and charitable organizations.
6501 S FIDDLER'S GREEN CIRCLE
GREENWOOD VILLAGE, CO 80111-4932
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.
1
2
CO
12/07/2020 - Present
Fidelity Personal AND Workplace Advisors (GREENWOOD VILLAGE CO)
GA
01/01/1999 - 09/25/2000
INVESCO SERVICES, INC. (ATLANTA GA)
TX
06/03/1994 - 01/01/1999
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 12/2/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/1/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/6/2020
Series 7TO - General Securities Representative Examination
BC
Issued 2/7/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/2/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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