Unclaimed
Stephen Paul Berg is a registered representative with Fidelity Brokerage Services LLC. Stephen has been in the industry since March 18, 2021 and is registered in 53 states and jurisdictions. Stephen holds the Series 7, Series 63 and SIE licenses. Fidelity Brokerage Services LLC is a broker-dealer.
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.
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.
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2
UT
03/19/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 03/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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