Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Roberts is a financial professional with experience in the industry since December 2021. Steven is a registered representative of Fidelity Brokerage Services LLC. Steven currently holds Series 63, Series 7TO, Series 4, and SIE licenses. Steven is licensed to provide investment advice in 53 states and Puerto Rico.
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.
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.
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2
UT
12/23/2021 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
BC
Issued 01/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2023
Series 4 - Registered Options Principal Examination
BC
Issued 12/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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