Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Myers is a financial advisor with over 15 years of experience in the industry. Steven is currently registered with Fidelity Brokerage Services LLC. Steven has held previous roles at both Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Steven is licensed to provide financial advice in multiple states and holds a variety of industry credentials, including the Series 7, Series 63, and Series 65 licenses. Steven is dedicated to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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CA
12/21/2023 - Present
Fidelity Brokerage Services LLC (SAN FRANCISCO CA)
CA
02/27/2009 - 11/03/2014
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
NY
11/11/2005 - 07/08/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 02/28/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/03/2014
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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