Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Fang is a financial advisor with LPL Financial LLC, based in Campbell, CA. Steve has a background in the financial services industry, having previously worked with Fidelity Brokerage Services LLC and J.P. Morgan Securities LLC. Steve holds the Series 7, 63, and 66 licenses, as well as the SIE. Steve's experience and qualifications enable him to provide a comprehensive range of financial services, including investment management, financial planning, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
07/23/2024 - Present
LPL Financial LLC (CAMPBELL CA)
CA
05/01/2023 - 07/22/2024
FIDELITY BROKERAGE SERVICES LLC (CAMPBELL CA)
CA
01/08/2022 - 04/18/2023
J.P. MORGAN SECURITIES LLC (SAN JOSE CA)
BC
Issued 01/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/21/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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