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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Todd Schlegel is a financial advisor with Commonwealth Financial Network. Steven has been in the financial services industry since 2001 and has a broad range of experience. Steven is a Certified Financial Planner and holds multiple licenses including Series 7, 63, 66 and 24. Steven has worked with clients of all sizes, including high-net-worth individuals, corporations, and charitable organizations. Commonwealth Financial Network is a Registered Investment Advisor with over 2,950 registered representatives and $177 billion in assets under management. The firm provides a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
05/31/2005 - Present
Commonwealth Financial Network (Plano TX)
TX
05/18/2005 - 06/29/2018
COMMONWEALTH FINANCIAL NETWORK (PLANO TX)
SC
03/13/2003 - 05/18/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/28/2001 - 01/27/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 05/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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