Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Schregel is a registered representative with Charles Schwab & CO., Inc. and has been in the industry since December 21, 2015. Kevin is licensed in 53 states and holds the Series 7, Series 66, and SIE licenses. Kevin has been registered with Charles Schwab & CO., Inc. since April 2015. The firm is headquartered in San Francisco, California and has over 919,000 clients. Charles Schwab & CO., Inc. offers various advisory services including financial planning, portfolio management for individuals, selection of other advisers, and wrap fee programs.
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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AZ
01/08/2016 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 01/08/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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