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Jose Ryan Padilla

Charles Schwab & CO., Inc.

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About Jose Ryan Padilla

Jose Ryan Padilla is a registered representative with Charles Schwab & CO., Inc. with 17 years of experience in the financial services industry. Jose has a diverse background, having worked for several firms, including TD Ameritrade, Inc., Scottrade, Inc., and Legend Securities, Inc. Jose has a comprehensive understanding of the financial markets and a commitment to providing clients with personalized financial guidance and investment solutions.

Firm Information

Jose Padilla is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Jose Padilla’s Registration & Firm History

NY

02/13/2022 - Present

Charles Schwab & CO., Inc. (New York City NY)

NY

02/01/2019 - 01/11/2021

TD AMERITRADE, INC. (Manhasset NY)

NY

06/22/2015 - 03/08/2018

SCOTTRADE, INC. (HUNTINGTON STATION NY)

NY

12/24/2014 - 06/01/2015

LEGEND SECURITIES, INC. (Oyster Bay NY)

NY

10/14/2009 - 11/12/2009

NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)

NY

10/12/2007 - 12/04/2008

NATIONAL SECURITIES CORPORATION (HUNTINGTON NY)

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Licenses & Designations

BOTH

Issued 02/22/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/08/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/24/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jose Ryan Padilla.
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