Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Lungo is a financial advisor with Fidelity Personal And Workplace Advisors in Merrimack, New Hampshire. Stephen has been in the financial industry since February 1999. Stephen is registered with the state of New Hampshire as well as Texas. Stephen is a Chartered Financial Consultant. Stephen specializes in providing financial planning, educational seminars, and selection of other advisors. Stephen is also a registered representative of Fidelity Brokerage Services LLC.
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
NH
08/19/2020 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
NH
03/08/2010 - 06/29/2020
HORACE MANN INVESTORS, INC. (CONCORD NH)
NH
08/08/2008 - 03/10/2010
METLIFE SECURITIES INC. (MANCHESTER NH)
MA
02/16/2006 - 06/25/2008
METLIFE SECURITIES INC. (WESTBORO MA)
NY
02/16/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NE
01/29/2002 - 12/16/2005
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
WI
11/04/1999 - 01/28/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
10/22/1999 - 01/09/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 10/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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