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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 Rose Brown is an investment advisor representative with Fidelity Personal And Workplace Advisors. Stephanie has been in the industry since August 2000 and is registered to provide advisory services in 33 states. Stephanie specializes in working with high-net-worth individuals, individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses. Fidelity Personal And Workplace Advisors is a large investment advisory firm with more than 1 million clients and $818 billion in assets under management. The firm specializes in providing financial planning, portfolio management, and educational seminars to clients.
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
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
11/29/2004 - 06/08/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
RI
08/17/2000 - 10/19/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 05/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/24/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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