Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
1 year
Location
Twentynine Palms, CA
Fidelity
Institution
Stephanie Evans is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Her previous roles include positions at Bangor Savings Bank, the University of New Hampshire, and several other organizations. Fidelity Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and delivery of model portfolios, with noted use of systematic methodologies and AI in research.
Based on Fidelity
Twentynine Palms, CA
Twentynine Palms CA
Advisors at this office
1
California · New Hampshire · Texas
1 year of industry experience
FIDELITY INVESTMENTs
2024 - Present • 2 years
Merrimack, NH
UnEMPLOYED
2024 - 2024 • 1 year
Lee, NH
Bangor Savings Bank
2023 - 2024 • 1 year
Portsmouth, NH
Savannah Kitchen
2023 - 2023 • 1 year
Newmarket, NH
NECU / Lighthouse Credit Union
2022 - 2022 • 1 year
Lee, NH
CPM Constructors
2022 - 2022 • 1 year
Freeport, ME
Orbit Group
2022 - 2022 • 1 year
Manchester, NH
UNH Center for Venture Research
2021 - 2023 • 2 years
Durham, NH
University of new Hampshire
2021 - 2024 • 3 years
Durham, NH
YMCA Camp Coniston
2021 - 2021 • 1 year
Grantham, NH
Rite Aid
2021 - 2021 • 1 year
Newmarket, NH
University of Rhode island
2020 - 2021 • 1 year
Kingston, RI
Curt's Catering
2019 - 2023 • 4 years
Gilford, NH
Hannaford
2019 - 2021 • 2 years
Dover, NH
Market basket
2017 - 2019 • 2 years
Lee, NH
Oyster River High School
2016 - 2020 • 4 years
Durham, NH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Twentynine Palms, CA
Navy Federal Investment Services, LLC
Valerie Vitale is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with Navy Federal Investment Services, LLC. She previously worked at Merrill and Ameriprise Financial Services, Inc. Valerie is based in Twentynine Palms, CA. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers and provides a range of investment solutions including automated ETF portfolios.
Series 66
Twentynine Palms, CA
Edward Jones
Robert Fleck is a financial advisor with Edward Jones in Twentynine Palms, CA, holding a Series 66 designation and six years of industry experience. He worked at Provider Management from 2013 to 2019 before joining Edward Jones in 2019. Outside of his advisory role, he receives VA disability benefits. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.
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