Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Chabra is a financial advisor with Fidelity Personal And Workplace Advisors. Steven has been in the financial services industry since 2002 and is registered to provide investment advice in several states. Steven has a wide range of experience, including working with both individual and institutional clients. Steven is committed to providing personalized financial advice that helps clients reach their financial goals.
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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NY
12/02/2021 - Present
Fidelity Personal AND Workplace Advisors (HUNTINGTON NY)
NY
04/08/2021 - 09/25/2021
J.P. MORGAN SECURITIES LLC (GREENLAWN NY)
NY
07/10/2020 - 03/05/2021
ALLSTATE FINANCIAL SERVICES, LLC (Deer Park NY)
NY
06/07/2018 - 11/12/2018
VOYA FINANCIAL ADVISORS, INC. (MELVILLE NY)
FL
12/14/2016 - 03/23/2018
BANKERS LIFE SECURITIES, INC. (Tampa FL)
NY
06/27/2011 - 01/12/2015
MORGAN STANLEY (NEW YORK NY)
NY
03/17/2004 - 07/08/2011
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MN
11/13/2002 - 03/11/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/13/2002 - 03/11/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
08/29/2002 - 09/20/2002
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
NY
02/14/2000 - 04/05/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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