Steven Wilson

Current Employers

Employment History

• 06/2014 → 06/2021
  Ubs
  Weehawken, NJ
• 06/2021 → 06/2022
  Charles Schwab & Co., Inc.
  New York, NY
• 06/2021 → 06/2022
  Charles Schwab Bank, Ssb
  New York, NY
• 07/2022 → Present
  Kestra Investment Services, Llc
  Frederick, MD
• 07/2022 → Present
  Kestra Advisory Services, Llc
  Frederick, MD

Previous Registrations

• 2021-06-22 → 2022-07-29
  Charles Schwab & Co., Inc.
  New York City, NY
• 2014-10-27 → 2021-06-09
  Ubs Financial Services Inc.
  Weehawken, NJ

Other Businesses

Business Name: HOOD COLLEGE POSITION: Adjunct Professor NATURE: Adjunct Professor INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/26/2022ADDRESS: 401 Rosemont Ave, Frederick MD 21701 DESCRIPTION: Instruct a course at Hood College. Business Name: RS WILL WEALTH MANAGEMENT POSITION: Financial Planner NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 07/05/2022 ADDRESS: 154 A N. Market Street, Frederick MD 21701 DESCRIPTION: Create and update client's financial plans Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Planner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 110 START DATE: 07/05/2022 ADDRESS: 5707 southwest pkwy,, BLDG 2, suite 400, Austin TX 78735, United States DESCRIPTION: I will be creating and updating financial plans for clients

Exams

• S66 Uniform Combined State Law Examination
  2014-09-23

Designations

Other Names

• Steven W Wilson