Joseph M Pich

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2018 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 10/2014 → 03/2018
  Wabash College Student Employment
  Crawfordsville, IN
• 06/2015 → 03/2018
  Sodexo
  Crawfordsville, IN
• 05/2017 → 07/2017
  Wabash College Internships
  Crawfordsville, IN
• 06/2016 → 08/2017
  College Pro Painters
  Beech Grove, IN
• 08/2014 → 05/2018
  Wabash College
  Crawfordsville, IN

Exams

• S66 Uniform Combined State Law Examination
  2022-12-06
• S63 Uniform Securities Agent State Law Examination
  2018-10-08

Other Names

• Joe Pich