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Stefan T

Series 66, Series 63

Pueblo West, CO

Charles Schwab

Stefan Titeica is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Schwab in 2022, he worked in various roles including at Verizon Wireless and ADT Securities. Outside of finance, he operates a collectibles business called Collect-A-Billion, dealing in items such as Lego sets, trading cards, and comic books through online platforms. Charles Schwab & Co., Inc. serves a large client base with a focus on high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory models with access to discretionary portfolios and alternative investments through an integrated wealth management platform.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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