Steven
Park
Fidelity Personal And Workplace Advisors
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About this Advisor
Steven Park is a financial advisor operating in Woodland Hills, California, with 1 year of relevant experience. Park is an advisor for Fidelity Personal And Workplace Advisors. Throughout their career, Park has worked at E.J. De La Rosa & Co., Inc, Northwestern Mutual Investment Services, LLC, Northwestern Mutual, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc, Us Bank, N.A, Fidelity Brokerage Services LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, E*Trade Securities LLC (Formerly Harrisdirect LLC), E*Trade Financial, Strategic Advisors, Inc, Fidelity Investments, Wells Fargo Clearing Services, LLC and Wells Fargo Bank, Na. Park holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Fidelity Personal And Workplace Advisors is a financial advisory company that has its headquarters in Boston, MA. The company has offices in 3,093 locations and a total of 13,507 people on staff. It manages $653 billion in assets under management between its 1,712,247 accounts, making it one of the biggest firms in the country by assets under management. The firm advises 11 charities and foundations. Of its 1,712,247 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in investable assets. Fidelity Personal And Workplace Advisors offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically vary depending on which service is offered. Fees charged by Fidelity Personal And Workplace Advisors can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Steven Park Work History
Steven has been registered as a financial advisor for 1 years.*
Fidelity Investments
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
E*Trade Securities LLC (Formerly Harrisdirect LLC)
E*Trade Financial
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Fidelity Brokerage Services LLC
Strategic Advisors, Inc
Fidelity Investments
J.P. Morgan Securities LLC
U.S. Bancorp Investments, Inc
Us Bank, N.A
Jpmorgan Chase Bank, N.A
Northwestern Mutual Investment Services, LLC
Northwestern Mutual
E.J. De La Rosa & Co., Inc
E.J. De La Rosa & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Park to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fidelity Personal And Workplace Advisors
Greenbrae, CA
Boston, MA
Rancho Cucamonga, CA
Westwood, MA
Boston, MA
Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
