Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Serebour J'appiah is a financial advisor at Fidelity Personal and Workplace Advisors. Stephen has been in the industry since July 10, 2022. Stephen is licensed in both New York and Texas. Stephen has a series 7, series 63, and series 65 license.
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
NY
05/19/2023 - Present
Fidelity Personal AND Workplace Advisors (SCARSDALE NY)
BC
Issued 8/19/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 8/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 7/2/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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