Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Balkam is a financial advisor with Fidelity Brokerage Services LLC. Stephen has been in the industry since 2009 and has a Series 7, Series 24, Series 66 and SIE licenses. Stephen has worked for Fidelity Brokerage Services LLC since 2010 and previously worked at National Financial Services LLC and UBS Financial Services Inc.
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.
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MA
02/17/2010 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
02/21/2018 - 06/14/2018
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
04/20/2010 - 12/10/2010
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
RI
08/20/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)
BOTH
Issued 09/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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