Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Perrin is a registered representative with Charles Schwab & CO., Inc.. Steven Perrin is a licensed investment advisor in Arizona, California, Florida, and Texas. Steven Perrin joined Charles Schwab & CO., Inc. in July 2018. Prior to this role Steven Perrin worked at Autonation Honda Chandler, Fry's Food and Drug Stores, and Arizona State University. Steven Perrin has a total of 2 product and 1 state exams. Steven Perrin is associated with the Phoenix, Arizona branch of Charles Schwab & CO., Inc.
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
AZ
06/06/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
BOTH
Issued 12/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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