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Steven Paul Greiner

Charles Schwab & CO., Inc.

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About Steven Paul Greiner

Steven Greiner is a financial professional with over 20 years of experience in the industry. Steven is currently registered with Charles Schwab & Co., Inc. in Naples, FL, and has previously worked at Turner Investment Distributors, Inc., Manning & Napier Investor Services, Inc. and MONY Securities Corp. Steven has a strong background in securities, having passed multiple exams, including the Series 7, Series 63, Series 24 and the SIE exams. Steven is licensed in Florida, Idaho and Illinois.

Firm Information

Steven Greiner is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Steven Greiner’s Registration & Firm History

FL

11/18/2014 - Present

Charles Schwab & CO., Inc. (Naples FL)

PA

04/05/2000 - 11/11/2003

TURNER INVESTMENT DISTRIBUTORS, INC. (JENKINTOWN PA)

NY

01/01/1998 - 02/18/2000

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

NY

10/20/1994 - 01/22/1998

MONY SECURITIES CORP. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/27/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/13/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2014

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/18/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Paul Greiner.
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