Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Russell Gontarz is a registered investment advisor representative with Fidelity Personal AND Workplace Advisors. Steven has been in the securities industry since 2011. Steven is registered to provide investment advice in 52 states, the District of Columbia and Puerto Rico. Steven is also registered as an investment advisor representative in New Hampshire and Texas. Steven has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the General Securities Representative Examination and the Securities Industry Essentials Examination. Steven specializes in providing investment advice to high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, and state or municipal government entities.
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
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
BOTH
Issued 04/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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