Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Kucharski is a registered representative with Charles Schwab & CO., Inc. Stephen has been in the financial services industry since 1998. Stephen is registered with the state of Michigan. Previously, Stephen has been employed at TD AMERITRADE, INC., SCOTTRADE, INC., INFINEX INVESTMENTS, INC., ESSEX NATIONAL SECURITIES, LLC, CHASE INVESTMENT SERVICES CORP., BANC ONE SECURITIES CORPORATION, EDWARD JONES, AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Stephen has passed Series 4, 6, 7, 24, 52TO, 53, 63 and 65 examinations. Stephen is an active member of the financial services industry and has a strong commitment to providing clients with personalized service. Stephen is committed to helping clients achieve their financial goals.
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
MI
01/25/2022 - Present
Charles Schwab & CO., Inc. (Novi MI)
MI
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Novi MI)
MI
09/27/2016 - 02/26/2018
SCOTTRADE, INC. (NOVI MI)
MI
07/01/2016 - 09/23/2016
INFINEX INVESTMENTS, INC. (TROY MI)
MI
03/02/2012 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (TROY MI)
MI
07/06/2005 - 03/05/2012
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
IL
06/19/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
12/21/2000 - 05/29/2003
EDWARD JONES (ST. LOUIS MO)
NY
05/28/1998 - 01/05/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
05/28/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2022
Series 4 - Registered Options Principal Examination
BC
Issued 12/15/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Stephen Kucharski is the right advisor for you? Invested Better is here to help.
