Joseph Ghidossi, financial advisor San Francisco CA
93 score

Joseph Ghidossi

CRD Number: 5541996
Current Firm: Charles Schwab & Company, Inc.

Joseph Ghidossi (CRD# 5541996) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Sam Francisco, CA Jun 2012 - Current 5
Charles Schwab & Company,inc. San Francisco, CA Jun 2010 - Current 7
Merrill Lynch Tucson, AZ Jan 2010 - May 2010 < 1
University Of Arizona Tucson, AZ Aug 2009 - Jan 2010 < 1
Morgan Stanley Smith Barney San Mateo, CA Jun 2009 - Aug 2009 < 1
University Of Arizona Tucson, AZ Aug 2008 - Jun 2009 < 1
Wachovia Securities San Rafeal, CA Jun 2008 - Aug 2008 < 1
University Of Arizona Tucson, AZ Aug 2006 - Jun 2008 1
Junipero Serra High School San Mateo, CA Aug 2002 - Aug 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2010
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for Joseph T. Ghidossi
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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