Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Silver is a financial advisor with Fidelity Personal And Workplace Advisors. Steve has over 25 years of experience in the financial services industry and is dedicated to providing personalized financial guidance to his clients. Steve has a proven track record of success and is committed to helping individuals and families achieve their financial goals. Steve's experience includes working with Wells Fargo Clearing Services, LLC, Morgan Stanley, Charles Schwab & Co., Inc., and TD Ameritrade, Inc. Steve has a strong understanding of the financial markets and is committed to providing his clients with the highest level of service. Steve's primary office location is in Covington, Kentucky.
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
KY
09/10/2021 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
FL
05/07/2021 - 06/17/2021
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
06/26/2019 - 05/10/2021
MORGAN STANLEY (TAMPA FL)
TX
10/04/2011 - 06/12/2019
CHARLES SCHWAB & CO., INC. (Fort Worth TX)
FL
03/10/2011 - 09/20/2011
TD AMERITRADE, INC. (PONTE VEDRA BEACH FL)
FL
09/10/2009 - 02/28/2011
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
01/09/2007 - 09/08/2009
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
11/25/2005 - 12/05/2006
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
TX
10/16/1995 - 07/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
09/21/1994 - 08/04/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
07/31/1993 - 06/10/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/21/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
CO
10/23/1992 - 11/13/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 12/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/4/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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