Joseph Tedesco, financial advisor Fort Myers FL

Joseph Tedesco

CRD Number: 2460347
Current Firm: Charles Schwab & Company, Inc.

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.

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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
Contact Info for Joseph J. Tedesco
Phone Number: 415-667-7000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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