Unclaimed
Steven Scott Zeigler is a registered representative with Schwab Wealth Advisory, Inc. Steven has been in the financial services industry for 4 years. Steven is licensed to sell securities in all 50 states, the District of Columbia and Puerto Rico. Steven has a strong background in financial planning and portfolio management and provides financial advice to individuals and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
VA
08/02/2023 - Present
Schwab Wealth Advisory, Inc. (Tysons Corner VA)
BOTH
Issued 08/27/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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