Position:
Vice President, Financial Consultant at Fidelity Investments
Location:
Westwood, Massachusetts, United States
Found email addresses for Stephen Liss:
Found phones for Stephen Liss:
Apr 2021 - Current
Jan 2018 - Jan 2021
Jan 2016 - Jan 2018
Jan 2015 - Jan 2016
Jan 2013 - Apr 2015
Jan 2008 - Jan 2011
Their professional focus is Certified Financial Planner, Finance Consulting, and Financial Planning across 3 core areas.
Stephen holds Certified Financial Planner (CFP), Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities, and Series 63 certifications.
Bachelor's degree at University of New Hampshire
Lebanon High School
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.