Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julio? Claim Your ProfileJulio Cesar Naveda rivas is an investment advisor representative with Charles Schwab & Co., Inc. Julio Cesar Naveda rivas is registered with the state of Texas and has been active in the financial services industry since 2013. Julio Cesar Naveda rivas specializes in providing investment advice to individuals and families. Julio Cesar Naveda rivas is also a registered investment advisor representative and is licensed to sell securities in the states of California, Florida, and Texas.
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
TX
03/25/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
BOTH
Issued 03/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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