Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Joseph Schriver is a financial advisor with Fidelity Personal And Workplace Advisors. Steven has been in the industry since November 2012. Steven holds licenses for both securities and investment advising and has offices in King of Prussia, PA. Prior to joining Fidelity, Steven worked with Citizens Securities, Inc. in Newtown Square, PA.
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
PA
07/14/2022 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
07/18/2012 - 02/16/2022
CITIZENS SECURITIES, INC. (NEWTOWN SQ PA)
IA
Issued 12/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2016
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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