Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Chou Silver is an investment professional with over 20 years of experience in the financial services industry. Currently, Steven is a Registered Representative and Investment Advisor Representative with Charles Schwab & Co., Inc. Steven has previously held roles with TD Ameritrade, Fidelity Brokerage Services, LLC, The Investment Center, Inc., Donaldson, Lufkin & Jenrette Securities Corporation, NationsBanc Investments, Inc., and BA Investment Services, Inc. Steven is a licensed broker-dealer and investment advisor, holds both the Series 7 and Series 65 licenses, and is registered to provide securities and investment advisory services in over 20 states.
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
11/30/2012 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
11/15/2010 - 10/26/2012
TD AMERITRADE, INC. (SAN FRANCISCO CA)
CA
10/23/2003 - 09/09/2009
FIDELITY BROKERAGE SERVICES LLC (SAN FRANCISCO CA)
NJ
06/25/2002 - 09/30/2002
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NJ
12/07/2000 - 11/14/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MA
04/30/1999 - 05/24/1999
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
CA
05/28/1996 - 04/30/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NJ
05/13/1994 - 07/14/1994
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
IA
Issued 10/14/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/25/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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