Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lawrence Esten is a Registered Representative with Charles Schwab & Co., Inc. and has been in the financial services industry since September 17, 2012. Brian is registered in California and Ohio. Brian is also a Registered Investment Advisor in Ohio. Brian's firm, Charles Schwab & Co., Inc., has over 2900 licensed agents, 3500 Investment Advisor Representatives, and 15,000 registered representatives. Charles Schwab & Co., Inc. manages over $50 billion in assets. The firm offers a variety of services, including financial planning, selection of other advisors, and wrap fee program sponsorship.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
02/22/2013 - Present
Charles Schwab & CO., Inc. (Richfield OH)
BOTH
Issued 02/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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