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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ralph Betesh is an investment advisor representative with Fidelity Personal and Workplace Advisors. Steven has been in the industry since 1998. Steven has a wide range of experience in the financial services industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Equity Services, Inc., Jefferson Pilot Securities Corporation, MMC Securities Corp., and Marsh & McLennan Securities Corporation. Steven is registered in 52 states, the District of Columbia, and Puerto Rico. Steven is also a registered Investment Advisor in Florida and Texas. Steven is a Series 7, 6, 63, and 66 licensed representative.
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
FL
08/23/2020 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
10/17/2019 - 05/08/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
04/25/2017 - 08/30/2019
EQUITY SERVICES, INC. (JACKSONVILLE FL)
NJ
09/25/2006 - 11/10/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
IN
04/27/2005 - 04/10/2006
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
12/30/2000 - 12/31/2004
MMC SECURITIES CORP. (NEW YORK NY)
NY
04/17/1998 - 12/30/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
NY
05/02/1995 - 01/01/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 1/6/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/8/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/1/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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