Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Brecheisen is a financial advisor who has been in the industry since April 15, 2003. Steven is currently registered with Fidelity Brokerage Services LLC. Steven has been registered with Fidelity Brokerage Services LLC since September 19, 2019. Prior to that, Steven was registered with OppenheimerFunds Distributor, Inc. from December 19, 2002 to May 24, 2019. Steven is licensed in 53 states and holds the Series 7, Series 6, Series 63, and SIE licenses.
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.
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.
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2
CO
09/19/2019 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
12/19/2002 - 05/24/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
BC
Issued 06/25/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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