Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven C. Townsend is a financial advisor who has been in the industry since April 1, 1993. Steven is currently registered with Charles Schwab & CO., Inc. and has been with this firm since April 2000. Steven is also registered with the state of Texas, in addition to the state of California. Prior to this role, Steven worked for several other firms including ATLAS SECURITIES, INC., PROTECTED INVESTORS OF AMERICA, GUARDIAN INVESTOR SERVICES CORPORATION, and LINCOLN FINANCIAL ADVISORS CORPORATION. Steven has a wide range of experience and is knowledgeable in various financial products and services. Steven has also passed several exams, including the Series 6, Series 7, and Series 63 exams.
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
CA
01/02/2019 - Present
Charles Schwab & CO., Inc. (Santa Rosa CA)
CA
10/14/1998 - 04/24/2000
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
CA
01/31/1997 - 07/29/1998
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NY
04/03/1993 - 12/31/1996
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IN
02/25/1991 - 07/11/1991
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/25/1991 - 07/11/1991
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 02/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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