Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph P. Sartini is a financial professional registered with Charles Schwab & CO., Inc. Joseph is currently registered with the state of Colorado. Joseph has been in the financial services industry since July 2022. Joseph has passed the Series 7, Series 63, Series 66 and SIE exams. Joseph holds a license in 51 states. Joseph is a financial professional with experience in providing financial planning and investment advice. Joseph also has experience in selection of other advisors. Joseph can help you with your financial needs.
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
CO
07/23/2024 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BOTH
Issued 11/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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