Stephanie TurnerCRD Number: 6461716
Current Firm: Fidelity Personal And Workplace Advisors
Stephanie Turner (CRD# 6461716) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Boston, MA and has over 6 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Fidelity Personal And Workplace Advisors||Boston, MA||Jul 2018 - Current||3|
|Fidelity Brokerage Services LLC||West Hartford, CT||Mar 2015 - Current||6|
|Cheshire High School||Cheshire, CT||Dec 2013 - Mar 2015||1|
|Connecticut Children's Medical Center Foundation||East Hartford, CT||Sep 2012 - Mar 2015||2|
|Connecticut Beverage Mart||Wallingford, CT||Dec 2013 - Dec 2013||< 1|
|Red Lobster||Wethersfield, CT||Aug 2012 - Sep 2012||< 1|
|Connecticut Children's Medical Center||Cheshire, CT||May 2012 - Sep 2012||< 1|
|University Of New Hampshire||Durham, NH||Sep 2009 - Sep 2012||3|
|Everybody's Market||Cheshire, CT||Sep 2007 - Apr 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2015|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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