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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 D'alto is a financial advisor who has been in the industry since 2008. He is currently registered with Fidelity Personal and Workplace Advisors in Boston, Massachusetts, and previously worked with Edward Jones in Schaumburg, Illinois. He is also a licensed investment advisor representative in Colorado and Texas. Stephen specializes in providing financial planning services to individuals and families, as well as portfolio management for businesses and individuals. He is also registered to provide services for charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and high net worth individuals.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
IL
01/01/2008 - 11/28/2011
EDWARD JONES (SCHAUMBURG IL)
BOTH
Issued 01/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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