Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Keith Destefano is a financial professional registered with Charles Schwab & CO., Inc. based in Austin, Texas. James has been working in the financial industry since 2024. James holds the Series 7TO and SIE exams, and has been registered with the firm since 2024. Charles Schwab & Co., Inc. is a leading provider of investment management and financial services, managing over $50 billion in assets. The firm specializes in providing advisory services, financial planning, selection of other advisors, and has a wrap fee program sponsor. James's experience with Charles Schwab & Co., Inc. provides clients with a comprehensive range of financial services.
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
1
2
TX
08/26/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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