Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Harris Coolidge is a financial advisor registered with Fidelity Personal And Workplace Advisors. Stephen has been working in the financial industry since 2005. Stephen has a wide range of experience in the financial industry and is licensed in many states across the country. Stephen's experience includes working with individuals, businesses, and high-net-worth clients. Stephen provides financial planning, portfolio management, and investment advice to clients. Stephen is also a certified CrossFit coach.
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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NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (EPPING NH)
NJ
12/16/1994 - 03/29/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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