Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michael Magistad is a financial advisor registered with Charles Schwab & Co., Inc. Stephen has been in the financial services industry since April 1995 and is licensed in 53 states and the District of Columbia. Stephen is a Series 7, 9, 10, 24, 63 and 65 licensed professional. Stephen has a proven track record of providing financial guidance and investment management services to individuals, families, and businesses.
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
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2
IL
03/03/2013 - Present
Charles Schwab & CO., Inc. (Chicago IL)
PA
11/20/2008 - 02/07/2011
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
CA
03/22/2006 - 12/06/2007
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
MN
03/27/2003 - 04/01/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
OH
12/11/2001 - 03/03/2003
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MN
02/02/1993 - 09/25/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/02/1993 - 09/25/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/18/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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