Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Smiechowski is a financial advisor at Fidelity Personal And Workplace Advisors in Pittsburgh, PA. Stephen has been in the financial industry since 2018 and is licensed to provide financial services in a broad range of states across the US. He is also licensed to provide investment advice in Pennsylvania and Texas. Stephen has a strong track record of providing financial guidance to both individuals and businesses. He is a certified financial planner and has a wide range of experience in financial planning, portfolio management, and investment advice. Stephen is committed to helping clients achieve their financial goals.
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.
1
2
PA
01/18/2023 - Present
Fidelity Personal AND Workplace Advisors (PITTSBURGH PA)
PA
05/18/2021 - 09/03/2022
J.P. MORGAN SECURITIES LLC (Pittsburgh PA)
PA
08/12/2019 - 04/30/2021
THE HUNTINGTON INVESTMENT COMPANY (PITTSBURGH PA)
PA
11/13/2017 - 07/22/2019
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
IA
Issued 07/09/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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