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Stephanie MacOn

Charles Schwab & CO., Inc.

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About Stephanie MacOn

Stephanie MacOn is a financial professional with over 15 years of experience in the industry. Stephanie currently works at Charles Schwab & Co., Inc., where has been registered since February 2023. Prior to joining Charles Schwab, Stephanie worked at TD AMERITRADE, INC. and AMERITRADE, INC. Stephanie holds multiple licenses, including Series 7, Series 24, and Series 66. Stephanie is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in all 50 states.

Firm Information

Stephanie MacOn 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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Stephanie MacOn’s Registration & Firm History

TX

02/17/2023 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

01/26/2006 - 05/04/2021

TD AMERITRADE, INC. (Southlake TX)

TX

01/09/2006 - 01/30/2006

AMERITRADE, INC. (FORT WORTH TX)

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Licenses & Designations

BOTH

Issued 01/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Stephanie MacOn.
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