Stephen Van BeverCRD Number: 7036705
Current Firm: Fidelity Personal And Workplace Advisors
Stephen Van Bever (CRD# 7036705) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Jacksonville, FL and has over 4 years of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Fidelity Brokerage Services LLC||Jacksonville, FL||Oct 2018 - Current||4|
|First Baptist Church Of Winter Garden||Winter Garden, FL||Jul 2014 - Aug 2018||4|
|Brevard County Schools - Palm Bay Magnet High School||Melbourne, FL||Aug 2012 - Jul 2014||1|
|Brevard County Courts||Viera, FL||Jun 2013 - Aug 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2019|
|S66||NASAA Uniform Combined State Law Examination||Oct 2019|
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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