Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Leclerc is a financial advisor registered with Fidelity Personal And Workplace Advisors. Steven has been in the securities industry since 2022 and has worked in various roles at companies such as Fidelity Investments, New York Life Insurance Company, and Cell Site Inc. Steven holds multiple licenses including Series 7, 63, and 66. Steven has a vast understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals. Steven specializes in financial planning, portfolio management, and investment advice.
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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2
NH
07/09/2024 - Present
Fidelity Personal AND Workplace Advisors (HUDSON NH)
BOTH
Issued 04/19/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/19/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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