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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 Williams is a financial advisor who has been in the industry since March 2017. Stephen currently works for Fidelity Personal AND Workplace Advisors. Stephen holds Series 7, Series 63, and Series 65 licenses and the SIE exam. Stephen works with a variety of clients including high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Stephen is a registered investment advisor in Michigan and Texas. Prior to joining Fidelity, Stephen was a financial advisor for NYLIFE Securities LLC.
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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MI
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (GRAND RAPIDS MI)
MI
03/28/2017 - 01/20/2022
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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