Unclaimed
Stephen Merizalde is a financial professional with over 7 years of experience in the industry. Stephen holds the Series 6 and SIE licenses and is currently registered with Fidelity Brokerage Services LLC. Prior to joining Fidelity Brokerage Services LLC, Stephen was associated with EMPOWER FINANCIAL SERVICES, INC. in Somerset, NJ. Stephen is currently licensed in North Carolina.
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.
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.
1
2
NC
11/10/2023 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
NJ
06/03/2016 - 11/13/2023
EMPOWER FINANCIAL SERVICES, INC. (SOMERSET NJ)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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