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Joseph T

Series 63, Series 65, Series 66

Fort Myers, FL

Charles Schwab

Joseph Tedesco is a financial advisor with Charles Schwab in Fort Myers, FL, holding Series 63, 65, and 66 designations and 30 years of industry experience. His work history includes roles at Charles Schwab Investment Advisory and Charles Schwab Trust Bank, SSB. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized custody and order-routing arrangements.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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