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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 Cornelius is a financial advisor with Fidelity Personal And Workplace Advisors, a registered investment advisor, in Virginia Beach, Virginia. Steven has been working in the financial industry since February 1999 and has extensive experience providing financial advice to individual investors, corporations, and other institutions. Steven's areas of expertise include retirement planning, investment management, and financial planning. He also provides educational seminars and portfolio management for businesses and individuals. Steven is licensed to provide advisory services in Virginia, North Carolina, and Texas.
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
VA
09/15/2023 - Present
Fidelity Personal AND Workplace Advisors (VIRGINIA BEACH VA)
PA
02/09/2015 - 08/09/2023
TRANSAMERICA CAPITAL, INC. (Exton PA)
PA
06/14/2013 - 07/17/2014
FORESIDE FUND SERVICES, LLC (PHILADELPHIA PA)
PA
12/03/2012 - 05/06/2013
HARTFORD INVESTMENT FINANCIAL SERVICES, LLC (RADNOR PA)
PA
02/05/1999 - 12/03/2012
HARTFORD LIFE DISTRIBUTORS, LLC (RADNOR PA)
IA
Issued 08/29/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2013
Series 24 - General Securities Principal Examination
BC
Issued 03/04/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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