Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Thesing is an active investment advisor representative with Fidelity Personal and Workplace Advisors. Steven is registered with FINRA and holds Series 63, 66, 7, 9, and 10 licenses. Steven is also registered in Kentucky and Ohio. Steven has been in the industry for over 17 years. Fidelity Personal and Workplace Advisors is a large firm with over $1 Trillion in assets under management. The firm provides a variety of services including financial planning, portfolio management, and educational seminars.
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
OH
08/05/2022 - Present
Fidelity Personal AND Workplace Advisors (CINCINNATI OH)
BOTH
Issued 08/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Steven Thesing is the right advisor for you? Invested Better is here to help.
