Joseph Tedesco (CRD# 2460347) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Myers, FL and has over 27 years of experience in the finance industry.
CRD# 2700373
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1585671
Primerica Advisors
CRD# 6873629
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Trust Bank, Ssb | Fort Myers, FL | Nov 2022 - Current | 1 |
Charles Schwab & Company, Inc. | Fort Myers, FL | Dec 2015 - Current | 8 |
Charles Schwab Investment Advisory | Fort Myers, FL | Jan 2020 - Nov 2022 | 2 |
State Street Global Markets,llc | Boston, MA | Dec 2013 - Dec 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1996 |
S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- FL
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
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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