Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steve? Claim Your ProfileSteve Brightman is an investment advisor representative at Fidelity Personal and Workplace Advisors, a firm with over $1 billion in assets under management. Steve has been in the financial industry since 1989 and has a broad range of experience. Steve has a diverse client base including individuals, corporations, and pension plans. Steve is registered in 52 states and the District of Columbia.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
TX
03/15/2006 - 06/13/2006
AMEGY INVESTMENTS, INC. (DALLAS TX)
RI
09/15/2000 - 06/18/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
RI
05/01/1998 - 09/15/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
08/19/1993 - 05/01/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
RI
03/31/1992 - 08/11/1993
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
03/25/1987 - 03/25/1992
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
10/03/1986 - 12/04/1986
FIRST INVESTORS CORPORATION
BOTH
Issued 05/05/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/05/2007
Series 24 - General Securities Principal Examination
BC
Issued 02/22/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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