Best Investors Account Sign in

Joseph Neri

Charles Schwab & Co., Inc.

Paramus, NJ

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-22
NJ RA APPROVED 2018-11-08
  • NY RA
    APPROVED
    Since 2021-04-22
  • NJ RA
    APPROVED
    Since 2018-11-08

Branch Locations

155 Route 17, Paramus, NJ 07652-2903 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Paramus NJ 07/2017 Present
My Big Fat Greek Restaurant Tempe AZ 08/2014 06/2017
The M Group & Associates Tempe AZ 09/2016 12/2016
Arizona State University Tempe AZ 08/2013 05/2017
Charles Schwab Bank, Ssb Paramus NJ 07/2018 Present
  • 07/2017 → Present
    Charles Schwab & Co., Inc.
    Paramus, NJ
  • 08/2014 → 06/2017
    My Big Fat Greek Restaurant
    Tempe, AZ
  • 09/2016 → 12/2016
    The M Group & Associates
    Tempe, AZ
  • 08/2013 → 05/2017
    Arizona State University
    Tempe, AZ
  • 07/2018 → Present
    Charles Schwab Bank, Ssb
    Paramus, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-06
S63 Uniform Securities Agent State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2018-11-06
  • S63 Uniform Securities Agent State Law Examination
    2017-12-11
Other Names
  • Joe Neri

View on SEC IAPD

More in Paramus, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor