Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Franco is a financial advisor with Fidelity Personal And Workplace Advisors. Steven has been in the industry since February 2021 and holds Series 7, 63, and 66 licenses. Steven has a strong background in providing financial planning, portfolio management, and investment services. Steven specializes in serving high net worth individuals, corporations, and pension and profit-sharing plans. Steven is committed to helping clients achieve their financial goals and is dedicated to providing personalized service and 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
CT
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (FAIRFIELD CT)
CT
12/09/2020 - 07/15/2022
KEY INVESTMENT SERVICES LLC (Milford CT)
BOTH
Issued 12/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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