Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Scott Brasch is a financial advisor with over 15 years of experience in the industry. Stephen has been with Charles Schwab & CO., Inc. since 2010 and has a strong background in providing investment advice and financial planning. Stephen is also registered with the state of Texas and California. Previously, Stephen worked at 401(K) INVESTMENT SERVICES, INC. from 2003 to 2008.
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
TX
01/21/2010 - Present
Charles Schwab & CO., Inc. (Austin TX)
TX
06/09/2003 - 12/31/2008
401(K) INVESTMENT SERVICES, INC. (AUSTIN TX)
BC
Issued 05/12/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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