Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Solar Park is a financial advisor with over 10 years of experience in the financial industry. Steven has worked with Fidelity Personal and Workplace Advisors since 2022 and has previously held positions at Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, E*TRADE Securities LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and U.S. BANCORP INVESTMENTS, INC. Steven is registered as a Broker-Dealer and Investment Advisor Representative with the State of California. He also holds Series 7, Series 52, Series 63, and Series 65 licenses. Steven offers financial planning, portfolio management, and educational seminars to his clients.
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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CA
05/22/2023 - Present
Fidelity Personal AND Workplace Advisors (WOODLAND HILLS CA)
CA
08/06/2021 - 05/19/2022
WELLS FARGO CLEARING SERVICES, LLC (VALENCIA CA)
CA
02/03/2021 - 06/22/2021
J.P. MORGAN SECURITIES LLC (CANOGA PARK CA)
CA
04/02/2019 - 02/03/2020
E*TRADE SECURITIES LLC (LOS ANGELES CA)
CA
01/25/2018 - 03/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOODLAND HILLS CA)
CA
12/08/2016 - 01/22/2018
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
CA
11/06/2015 - 11/29/2016
U.S. BANCORP INVESTMENTS, INC. (ENCINO CA)
CA
02/18/2015 - 11/12/2015
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
09/27/2013 - 03/31/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
02/15/2010 - 07/31/2013
E.J. DE LA ROSA & CO., INC. (LOS ANGELES CA)
IA
Issued 2/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/5/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 2/11/2010
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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