Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Hamilton is a financial advisor at Charles Schwab & CO., Inc.. Steven has been working in the financial industry since 1999 and is registered with the state of Arizona. Steven has a wide range of experience in the financial services industry, including working with clients in various states and serving as a financial advisor for several well-known firms. Steven is dedicated to providing personalized financial advice and guidance to help 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
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2
AZ
11/13/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
VA
08/19/2016 - 01/02/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (GLEN ALLEN VA)
VA
03/05/2014 - 01/02/2020
WELLS FARGO CLEARING SERVICES, LLC (GLEN ALLEN VA)
MO
03/05/2014 - 11/17/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
01/09/2008 - 02/21/2014
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
MO
10/24/2003 - 01/02/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MO
06/26/2000 - 10/24/2003
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
10/01/1999 - 06/21/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
04/16/1998 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
BOTH
Issued 01/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/19/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/26/2001
Series 4 - Registered Options Principal Examination
BC
Issued 10/04/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/22/1999
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 01/07/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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