Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Priscilla is an experienced financial professional with over 20 years of experience in the financial services industry. Stephen holds a Series 7, Series 63, and Series 99TO license and is currently registered with Etc Brokerage Services, LLC. Stephen has previously held a position at Charles Schwab & Co., Inc. in Lone Tree, Colorado. Stephen is licensed in Colorado and Texas.
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.
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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2
CO
08/05/2024 - Present
ETC Brokerage Services, LLC (Greenwood Village CO)
CO
11/15/2002 - 01/09/2024
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 03/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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