Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Richard Culp is a financial advisor with over 5 years of experience in the industry. Steven is currently registered with Charles Schwab & Co., Inc. in Indianapolis, Indiana. Prior to joining Charles Schwab & Co., Inc., Steven was with PRUCO SECURITIES, LLC. in Indianapolis, Indiana. Steven holds the Series 63, Series 7TO, Series 6TO, Series 10, Series 9, and SIE licenses. Steven is registered in 51 states. Steven's firm is a large financial services firm with over $50 billion in assets under management. They provide financial planning, selection of other advisors and a wrap fee program.
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
IN
12/10/2020 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
IN
01/26/2019 - 08/18/2020
PRUCO SECURITIES, LLC. (INDIANAPOLIS IN)
BC
Issued 02/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/26/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/26/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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