Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raunak? Claim Your ProfileRaunak Thomas Joseph is a financial advisor who is registered with Charles Schwab & Co., Inc. Raunak's office is located in Berkeley, CA. Raunak has been in the industry since 2022 and has passed the Series 66, Series 7TO and SIE exams. Raunak has been employed by Charles Schwab & Co., Inc. and Charles Schwab Bank, SSB in Berkeley, CA, Ararmark Food and Support Service in Philadelphia, PA, Intrigo System in Fremont, CA, Full Time Education in Philadelphia, PA and Atlantis Properties in Los Gatos, CA. Raunak is registered to provide investment advice in California.
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
CA
07/28/2022 - Present
Charles Schwab & CO., Inc. (Berkeley CA)
BOTH
Issued 07/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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