Unclaimed
Stephen Fallon is a financial advisor with Fidelity Personal And Workplace Advisors. Stephen has been in the industry since 2015 and has a strong background in securities and investments. Stephen is registered with the state of New Hampshire and is licensed to offer investment advice in a number of other states. Stephen has experience working with a wide range of clients, including individuals, families, and businesses. Stephen's focus is on providing personalized financial advice to help clients achieve their financial goals. Stephen is a dedicated and experienced financial advisor who is committed to providing exceptional service to clients.
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
09/14/2018 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
BC
Issued 05/22/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/04/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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