Joshua ArdeleanCRD Number: 5803933
Current Firm: Charles Schwab & Company, Inc.
Joshua Ardelean (CRD# 5803933) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 12 years of experience in the finance industry.
Aegis Wealth Partners, LLC
Dynamic Wealth Partners, LLC
|Charles Schwab Bank, Ssb||Phoenix, AZ||May 2020 - Current||3|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Jun 2010 - Current||13|
|Optionsxpress, Inc.||Phoenix, AZ||Aug 2016 - Oct 2017||1|
|Charles Schwab Bank||Phoenix, AZ||Jul 2012 - Oct 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2010|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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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