Benjamin Stephan

Planning Consultant

Portland, Oregon Metropolitan Area

About

In 2021 I graduated from the University of Montana with a BSBA heavily concentrated in finance. I currently work at Fidelity Investments as a financial representative. At its core, I am an operations specialist. I support a team of investment and financial consultants in providing guidance and planning for our clients. In my free time you can catch me hiking, skiing, or sailing. Check out my favorite hike in Montana (Mt. Sentinel) pictured in my profile header. Please swing by out office any time - we have a beautiful location on the Vancouver waterfront! Registered Securities Representative (Series 7) Registered Securities Broker (Series 63) Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the author, and not necessarily those of Fidelity Investments. Links to third-party web sites may be shared on this page. Those sites are unaffiliated with Fidelity. Fidelity has not been involved in the preparation of the content supplied at the unaffiliated site and does not guarantee or assume any responsibility for its content. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917.

Experience

  • Fidelity Investments (Full-time · 4 yrs 8 mos)
    • Planning Consultant
      Dec 2023 - Present · 2 yrs 7 mos

    • Financial Representative
      Nov 2021 - Dec 2023 · 2 yrs 2 mos

  • Waitstaff at Industry Restaurant
    Feb 2015 - Aug 2016 · 1 yr 7 mos

  • Food Server at The Old Spaghetti Factory
    May 2015 - Dec 2015 · 8 mos

  • Lifeguard at City of Lake Oswego
    Jun 2013 - Aug 2015 · 2 yrs 3 mos

  • Caddie at Oswego Lake Country Club
    Jan 2011 - Aug 2013 · 2 yrs 8 mos