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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Comisar is an Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Stephanie has been working in the financial services industry since October 2007. Stephanie is registered with the Securities and Exchange Commission (SEC) and is licensed to provide investment advice in 53 states and 3 other jurisdictions. Stephanie is also licensed to sell securities in 53 states and 3 other jurisdictions. Stephanie has a strong track record of providing financial advice to individuals, businesses, and institutions. Stephanie specializes in financial planning, portfolio management, and retirement planning. Stephanie holds the Series 63, Series 66, Series 7, and Securities Industry Essentials (SIE) licenses.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 03/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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