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Stephen Burkett

Fidelity Brokerage Services LLC

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About Stephen Burkett

Stephen Burkett is a financial professional with over seven years of experience in the financial services industry. Stephen is currently registered with Fidelity Brokerage Services LLC in Durham, NC. Previously, Stephen worked at Charles Schwab & Co., Inc. and CETERA FINANCIAL SPECIALISTS LLC. Stephen is a licensed Series 4, 7, 9, 10, 63 and SIE registered professional, who is also registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Stephen is registered to provide financial advice in all 50 states.

Firm Information

Stephen Burkett is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Stephen Burkett’s Registration & Firm History

NC

04/11/2024 - Present

Fidelity Brokerage Services LLC (DURHAM NC)

FL

11/22/2016 - 01/10/2024

CHARLES SCHWAB & CO., INC. (Orlando FL)

FL

08/01/2016 - 11/16/2016

CETERA FINANCIAL SPECIALISTS LLC (ROCKLEDGE FL)

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Licenses & Designations

BC

Issued 01/27/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/19/2022

Series 4 - Registered Options Principal Examination

BC

Issued 06/21/2018

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 05/29/2018

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/01/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Stephen Burkett.
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