Joel Michael Cortese

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

• 06/2022 → Present
  Charles Schwab & Co., Inc. .
  Phoenix, AZ
• 10/2019 → 08/2021
  Retail Merchandising Services
  Brooklyn Park, MN
• 08/2019 → 04/2022
  Grand Canyon University
  Phoenix, AZ
• 06/2018 → 08/2019
  Excel Landscaping
  Scaramento, CA
• 01/2014 → 05/2018
  Full Time Education
  Sacramento, CA
• 12/2024 → Present
  Charles Schwab Bank, Ssb
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2023-07-18
• S63 Uniform Securities Agent State Law Examination
  2022-10-10

Other Names

• Joel Cortese
• Joel M Cortese
• Joel Mister Cortese