Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Wolfe is a financial advisor with Fidelity Personal And Workplace Advisors. Steven has been in the financial services industry since 2011. He is licensed to provide securities advice in 32 states, including Massachusetts and Texas. Steven has a wide range of experience, including work with Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF Individual & Institutional Services, LLC, and Eaton Vance Distributors, Inc. He has passed the Series 63, Series 66, Series 7, and SIE exams and is a Certified Financial Planner. Steven provides financial planning, portfolio management, and educational seminars to individuals, businesses, and charitable organizations.
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
03/12/2021 - Present
Fidelity Personal AND Workplace Advisors (FRAMINGHAM MA)
MA
09/29/2016 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CAMBRIDGE MA)
MA
11/06/2014 - 09/26/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
MA
10/17/2013 - 10/14/2014
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
11/30/2012 - 10/22/2013
CREDIT SUISSE SECURITIES (USA) LLC (BOSTON MA)
MA
05/20/2011 - 11/14/2012
FIDELITY BROKERAGE SERVICES LLC (BURLINGTON MA)
BOTH
Issued 12/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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