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Stephen Jinho Choi

Charles Schwab & CO., Inc.

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About Stephen Jinho Choi

Stephen Jinho Choi is a financial advisor with Charles Schwab & Co., Inc. in Lone Tree, Colorado. Stephen has been in the financial services industry since March 25, 2009. Stephen holds the Series 63, 65, and 7 licenses as well as the SIE. Stephen has also been registered with OptionsXpress, Inc. and TIAA-CREF Individual & Institutional Services, LLC. Stephen is a financial planning advisor and specializes in providing wrap fee program sponsorship and financial planning advisor referral programs.

Firm Information

Stephen Choi 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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Stephen Choi’s Registration & Firm History

CO

06/01/2015 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

IL

09/02/2016 - 11/14/2017

OPTIONSXPRESS, INC. (CHICAGO IL)

CO

12/04/2013 - 09/24/2014

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)

CO

09/03/2008 - 11/18/2013

CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)

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Licenses & Designations

IA

Issued 11/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/05/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2008

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 Stephen Jinho Choi.
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