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Beverly A Stevens

Charles Schwab & CO., Inc.

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About Beverly A Stevens

Beverly A. Stevens is a financial professional with over 19 years of experience in the industry. Beverly is currently registered with Charles Schwab & CO., Inc. and has been with them since 2020. Before joining Charles Schwab & CO., Inc., Beverly held positions at WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENTS, LLC, WELLS FARGO ADVISORS, LLC and CHASE INVESTMENT SERVICES CORP. Beverly is a licensed Series 6, 7, 63, and SIE professional. Beverly has a strong background in providing investment and financial planning services.

Firm Information

Beverly Stevens is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Beverly Stevens’s Registration & Firm History

AZ

12/23/2020 - Present

Charles Schwab & CO., Inc. (Phoenix AZ)

AZ

01/03/2011 - 10/21/2020

WELLS FARGO CLEARING SERVICES, LLC (SURPRISE AZ)

AZ

03/19/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (SURPRISE AZ)

AZ

07/31/2008 - 03/23/2010

WELLS FARGO ADVISORS, LLC (SUN CITY AZ)

AZ

07/06/2005 - 06/26/2008

CHASE INVESTMENT SERVICES CORP. (GLENDALE AZ)

IL

05/22/2002 - 07/06/2005

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

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Licenses & Designations

BC

Issued 05/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/21/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Beverly A Stevens.
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