Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Ramirez is a financial professional with over 3 years of experience in the financial services industry. Joseph is currently registered with Charles Schwab & CO., Inc. in Beverly Hills, California. Prior to joining Charles Schwab & CO., Inc., Joseph worked at TD Ameritrade, INC. and Fidelity Brokerage Services LLC. Joseph holds the Series 7TO, SIE, and Series 63 licenses.
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
CA
01/09/2023 - Present
Charles Schwab & CO., Inc. (Beverly Hills CA)
CA
06/21/2022 - 06/15/2023
TD AMERITRADE, INC. (Beverly Hills CA)
CA
07/28/2020 - 04/20/2022
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
BC
Issued 10/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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