Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Paul Sledge is a financial advisor registered with Fidelity Personal and Workplace Advisors. He is registered to offer investment advice in Missouri and Texas. He has over 25 years of experience in the financial services industry, having been in the business since 1993. Steven holds Series 6, 7, 9, 10, 63 and 66 securities licenses. He provides financial planning, portfolio management for individuals and businesses, educational seminars and selection of other advisors.
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
MO
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CHESTERFIELD MO)
CA
09/20/1993 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (IRVINE CA)
NY
01/30/1992 - 02/16/1993
EQUITABLE VARIABLE LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/22/1992 - 02/16/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
01/22/1992 - 02/16/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 02/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/01/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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