Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jose? Claim Your ProfileJose Bertadillo is an investment professional with over 4 years of experience in the financial industry. Jose is currently registered with Charles Schwab & Co., Inc. and holds Series 6, Series 63, and SIE licenses. Jose has previously held a position at WELLS FARGO CLEARING SERVICES, LLC. Jose's experience includes working with clients in Arizona and California.
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
AZ
11/16/2021 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
02/28/2017 - 09/14/2021
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
BC
Issued 03/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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