Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Schneider is a financial advisor with over 45 years of experience in the industry. Stephen has been registered with Calton & Associates, Inc. since July 2019. Prior to that, Stephen was registered with Capital Financial Services, Inc., and Charter Securities Corporation. Stephen specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Stephen is a licensed financial advisor in 17 states and has passed the General Securities Representative Examination, the Securities Industry Essentials Examination, and the Registered Representative Examination.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
07/08/2019 - Present
Calton & Associates, Inc. (Madison WI)
WI
04/03/1986 - 07/08/2019
CAPITAL FINANCIAL SERVICES, INC. (MADISON WI)
NA
08/18/1977 - 04/08/1986
CHARTER SECURITIES CORPORATION
NA
04/18/1973 - 09/16/1977
FPC SECURITIES CORPORATION
BC
Issued 10/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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