Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Medeiros is a financial professional with over 9 years of experience in the industry. Joseph is currently registered with Charles Schwab & CO., Inc., and is also a registered representative with FINRA. Previously, Joseph worked with TD AMERITRADE, INC. and MUTUAL OF OMAHA INVESTOR SERVICES, INC. Joseph holds several licenses and certifications, including Series 6, 7, 3, 34, 10, 9 and Series 63. Joseph is a specialist in providing financial advice and services.
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
1
2
NE
06/16/2023 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
10/22/2014 - 05/19/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
02/18/2014 - 07/30/2014
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/07/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/01/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2016
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/10/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 02/18/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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