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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 Ramon Paramo is an investment advisor representative with Fidelity Personal and Workplace Advisors. Steven has been in the industry since July 19, 2015. Steven holds licenses in 26 states and has been registered with Fidelity Personal and Workplace Advisors since July 2020. Steven has previously worked at Charles Schwab & Co., Inc. and Mercer Allied Company, L.P. Steven is also licensed as an investment advisor in New Jersey and Texas. Steven has a diverse background in the financial services industry. Steven specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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
CA
10/11/2021 - Present
Fidelity Personal AND Workplace Advisors (MOUNTAIN VIEW CA)
CA
10/30/2017 - 07/13/2020
CHARLES SCHWAB & CO., INC. (Los Angeles CA)
CA
10/20/2014 - 02/13/2017
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
BOTH
Issued 10/31/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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