Stefano TecceCRD Number: 6989431
Current Firm: Fidelity Personal And Workplace Advisors
Stefano Tecce (CRD# 6989431) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Merrimack, NH and has over 3 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Legacy Financial Solutions, Inc.
|Fidelity Investments||Merrimack, NH||Oct 2021 - Current||< 1|
|Coventry Direct||Fort Washington, PA||Oct 2020 - Oct 2021||1|
|The Vanguard Group, Inc.||Malvern, PA||Jul 2018 - Sep 2020||2|
|Nutrisystem Inc.||Fort Washington, PA||Dec 2011 - Jun 2020||8|
|Insomnia Cookies||Newtown Square, PA||Feb 2020 - Mar 2020||< 1|
|Kutztown University||Kutztown, PA||Sep 2016 - May 2018||1|
|Palace Bowling||Downingtown, PA||Aug 2011 - Aug 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
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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