Joseph Wheeler, financial advisor Westlake TX

Joseph Wheeler

CRD Number: 6958764
Current Firm: Charles Schwab & Company, Inc.

Joseph Wheeler (CRD# 6958764) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. San Francisco, CA Feb 2023 - Current 1
Keystone Event Staffing Creve Coeur, MO Mar 2018 - Current 6
Td Ameritrade Inc. Saint Louis, MO Jun 2018 - Feb 2023 4
Cigh Retail Services Saint Louis, MO Apr 2018 - Jun 2018 < 1
Veteran's Curation Program-new South Associates Saint Louis, MO Nov 2017 - Mar 2018 < 1
Convergys Arnold, MO Sep 2017 - Nov 2017 < 1
Arizon Companies Maryland Heights, MO Jun 2017 - Aug 2017 < 1
Home Depot Saint Louis, MO Aug 2016 - Jun 2017 < 1
Ranken Technical College Saint Louis, MO Aug 2016 - May 2017 < 1
Missouri Department Of Corrections-board Of Probation And Parole Saint Louis, MO Jul 2012 - Aug 2016 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Joseph W. Wheeler
Phone Number: 415-667-7000
Registered State(s):
  • MO
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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