Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Manuel Bernard is a financial advisor registered with Fidelity Personal and Workplace Advisors. Stephen has been in the securities industry for over 2 years. Stephen is registered with the state of New Hampshire and Texas as a Registered Representative. Prior to joining Fidelity Personal and Workplace Advisors, Stephen was employed with GWFS Equities, INC. Stephen holds the Series 7TO, Series 63 and Series 66 licenses. Stephen is licensed to provide investment advice to individuals and corporations.
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
NH
04/06/2022 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
MA
06/21/2019 - 10/20/2021
GWFS EQUITIES, INC. (ANDOVER MA)
BOTH
Issued 03/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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