Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Mennella is a financial advisor with Fidelity Personal and Workplace Advisors. Steven has been in the financial industry since August 1, 2019. Steven holds the Series 63, 66, 7TO, 9, and 10 licenses. Steven's firm has been in business since 1946 and is headquartered in Boston, MA. Fidelity Personal and Workplace Advisors offers a variety of financial services, including financial planning, educational seminars, and portfolio management for individuals and businesses. Steven specializes in financial planning, asset management, 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.
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
FL
09/15/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BOTH
Issued 09/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/22/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Steven Mennella is the right advisor for you? Invested Better is here to help.
