Joseph Candela, financial advisor Troy MI

Joseph Candela

CRD Number: 4704815
Current Firm: Charles Schwab & Company, Inc.

Joseph Candela (CRD# 4704815) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Troy, MI and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Bank Troy, MI Mar 2019 - Current 5
Charles Schwab & Company, Inc. Troy, MI Mar 2019 - Current 5
Jpmorgan Chase Bank Na Birmingham, MI Sep 2015 - Feb 2019 3
Jp Morgan Securities LLC Birmingham, MI Aug 2015 - Feb 2019 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Detroit, MI Oct 2009 - Sep 2015 5
Bank Of America, N.a. Troy, MI Apr 2008 - Sep 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Joseph P. Candela
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • MI
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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