Joseph P. Candela III

VP - Financial Consultant

+1 248-740-0007

Financial credentials

  • Series 7, 66 Securities Licenses

Experience

21 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2019-present
  • Financial Adviser, Morgan Stanley, 2003-2008
  • Wealth Management Banker, Merrill Lynch, 2008-2015
  • Client Adviser, JP Morgan Private Bank, 2015-2019

Education

  • BS - Education
  • Major - Mathematics
  • Minor - English

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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