Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Eluere is a financial advisor with Fidelity Personal And Workplace Advisors, where he has been employed since June 2023. Stephen has been in the financial industry since January 2018 and has a broad range of experience working with individual clients, as well as corporations and other businesses. Stephen is licensed to offer securities advice in a variety of states, including Indiana, Texas, Florida, Illinois, Massachusetts, Ohio, and Utah. Stephen holds Series 7, 63 and 66 licenses and is also a certified Financial Planner. Stephen's specializations include retirement planning, investment management, and college savings.
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
IN
07/14/2023 - Present
Fidelity Personal AND Workplace Advisors (INDIANAPOLIS IN)
IN
06/27/2018 - 05/25/2023
CHARLES SCHWAB & CO., INC. (Indianapolis IN)
IN
01/31/2018 - 06/13/2018
LINCOLN FINANCIAL SECURITIES CORPORATION (INDIANAPOLIS IN)
BOTH
Issued 02/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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