Stephen Choi (CRD# 5536102) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 15 years of experience in the finance industry.
CRD# 2520368
Ubs Financial Services Inc.
CRD# 1130816
Lpl Financial LLC
CRD# 5400593
Empower Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Premiere Bank | Aurora, CO | Nov 2020 - Current | 3 |
| Charles Schwab Trust Bank | Aurora, CO | Jan 2019 - Current | 5 |
| Charles Schwab & Company,inc. | Aurora, CO | May 2015 - Current | 9 |
| Charles Schwab Bank, Ssb | Aurora, CO | May 2015 - Current | 9 |
| Optionsxpress, Inc. | Lone Tree, CO | Aug 2016 - Oct 2017 | 1 |
| Unemployed | Lone Tree, CA | Jan 2015 - May 2015 | < 1 |
| Fisher Investments | Camas, WA | Oct 2014 - Jan 2015 | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Denver, CO | Nov 2013 - Oct 2014 | < 1 |
| Tiaa | Denver, CO | Nov 2013 - Oct 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
| S63 | Uniform Securities State Law Examination | Sep 2008 |
- CO
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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