Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven James Hall is a financial professional with over 20 years of experience in the industry. Steven is currently registered with Charles Schwab & Co., Inc. and has held prior positions at TD Ameritrade, Inc., Ameritrade, Inc., Accutrade Inc., Nebraska Hudson Company, Inc., and Ameritrade. Steven has a wide range of experience in financial services, including investments, financial planning, and operations. Steven holds several industry licenses and designations, including Series 7, Series 63, Series 4, and Series 27. Steven specializes in various financial areas, including investments, financial planning, and operations.
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
1
2
NE
01/18/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/22/2006 - 01/18/2022
TD AMERITRADE, INC. (OMAHA NE)
NE
01/02/2002 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
NE
07/31/2000 - 12/31/2001
ACCUTRADE INC. (BELLEVUE NE)
NE
09/14/2001 - 12/07/2001
NEBRASKA HUDSON COMPANY, INC. (OMAHA NE)
NE
08/11/1999 - 07/31/2000
AMERITRADE (BELLEVUE NE)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2003
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/03/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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