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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Boschert is a financial advisor with Fidelity Personal AND Workplace Advisors in WEST PALM BEACH, FL. Steven is registered with the state of Florida, Connecticut, New York and Texas. Steven has been in the industry since 1996 and has been associated with Fidelity since 2009. Steven has passed the Series 63, 66, 7, and SIE exams and has earned the designation of Certified Financial Planner. Steven's firm offers financial planning, portfolio management for individuals and businesses, educational seminars, and selection of other advisors. Steven is licensed to provide these services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans.
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
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (WEST PALM BEACH FL)
MA
08/29/2008 - 08/20/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BURLINGTON MA)
MA
04/02/1996 - 09/12/2008
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
BOTH
Issued 11/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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