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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Sundstrom is a financial advisor with Fidelity Personal and Workplace Advisors. Stephen has over 25 years of experience in the financial services industry. Stephen is registered with the state of Texas as an investment advisor representative, as well as the state of Utah as an investment advisor representative and a broker. Stephen has the following licenses: Series 6, Series 7, Series 9, Series 10, Series 63, Series 66 and the SIE exam. Stephen offers financial planning services as well as portfolio management for individuals and businesses.
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
UT
04/23/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BOTH
Issued 04/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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