Stephan BukerCRD Number: 7309485
Current Firm: Fidelity Personal And Workplace Advisors
Stephan Buker (CRD# 7309485) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has 1 year of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Fidelity||Jacksonville, FL||Aug 2020 - Current||1|
|Apple||Deland, FL||May 2018 - Jul 2020||2|
|Ucf||Orlando, FL||Jul 2016 - Jun 2020||3|
|Sherwin Williams||Orlando, FL||Oct 2017 - May 2018||< 1|
|Subway||Orlando, FL||Jan 2017 - Jan 2018||1|
|Lowes||Deltona, FL||Aug 2015 - Nov 2016||1|
|Ymca||Deland, FL||Jan 2015 - Jan 2016||1|
|Deland High School||Deland, FL||Jan 2012 - Jan 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2021|
|S66||NASAA Uniform Combined State Law Examination||Nov 2021|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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