Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Newman is a financial advisor with Fidelity Personal And Workplace Advisors in Vancouver, WA. Steven has been working in the financial industry since 2017 and has experience in providing financial planning, investment management, and educational seminars to individuals, businesses, and charitable organizations. Steven is registered to provide investment advice in numerous states, including Washington, Texas, Oregon, Idaho, and more.
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
WA
09/29/2022 - Present
Fidelity Personal AND Workplace Advisors (VANCOUVER WA)
NY
02/06/2018 - 09/16/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BAYSIDE NY)
NY
08/02/2017 - 02/13/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Garden City NY)
BC
Issued 09/15/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Steven Newman is the right advisor for you? Invested Better is here to help.
