Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Van bever is a financial advisor at Fidelity Personal And Workplace Advisors. Stephen has been working in the financial services industry since January 10, 2019. Stephen is registered with the Securities and Exchange Commission (SEC) as a Registered Representative and Investment Adviser Representative. Stephen is licensed to sell securities in 52 states and the District of Columbia. Stephen holds the Series 63, 66, 7TO, 9, and 10 licenses. Stephen has a background in financial planning and portfolio management for businesses and 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.
1
2
FL
01/23/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 10/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/27/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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