Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Ramsey Purdy is a registered representative with Fidelity Personal and Workplace Advisors. Steven has been in the financial services industry since 1996. Steven has previously worked at Ameriprise Financial Services, LLC, Equitable Advisors, LLC, Olde Discount Corporation, Paine Webber Incorporated, and Janssen-Meyers Associates, L.P. Steven holds Series 7, Series 63, Series 66, and SIE licenses. Steven's certifications include: Investment Advisor Representative in Connecticut and Texas. Steven specializes in portfolio management for individuals and businesses. Steven is also an adjunct professor, teaching one online class per year. Steven is a director of the Board of Directors at the Norwalk Conservatory. Steven also teaches at The Broadway League, Broadway Method Academy, Musicals at Richter and Curtain Call. Steven is registered with the following states: California, Connecticut, Florida, Massachusetts, New Jersey, New York, Rhode Island, Texas, and Washington.
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
CT
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
NY
01/27/2022 - 11/30/2022
AMERIPRISE FINANCIAL SERVICES, LLC (NEW YORK NY)
NY
11/08/2021 - 01/20/2022
EQUITABLE ADVISORS, LLC (NEW YORK NY)
MI
07/03/1997 - 03/06/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
12/13/1996 - 02/10/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/04/1996 - 12/02/1996
JANSSEN-MEYERS ASSOCIATES, L.P. (NEW YORK NY)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Steven Purdy is the right advisor for you? Invested Better is here to help.
