Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Daniel Paradela is a registered representative and investment advisor representative with Charles Schwab & CO., Inc.. Jose Daniel Paradela is licensed to conduct business in 53 states and the District of Columbia. Jose Daniel Paradela has been in the securities industry for over 2 years, having previously worked at WELLS FARGO CLEARING SERVICES, LLC.. Jose Daniel Paradela is a Series 7, Series 66, and SIE licensed representative.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
FL
04/13/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
FL
01/10/2022 - 11/16/2022
WELLS FARGO CLEARING SERVICES, LLC (ALTAMONTE SPRINGS FL)
BOTH
Issued 02/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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