Julio Naveda Rivas (CRD# 7565094) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Austin, TX | Jun 2022 - Current | 2 |
| Media Star Promotions | Austin, TX | Mar 2021 - May 2022 | 1 |
| Vergara Investor Corporation | Grapevine, TX | Dec 2019 - May 2022 | 2 |
| Talent Tree LLC | The Colony, TX | Jul 2019 - May 2022 | 2 |
| United Parcel Services | Round Rock, TX | Oct 2020 - Jan 2021 | < 1 |
| N/a | Katy, TX | Oct 2018 - Jul 2019 | < 1 |
| Coca-cola Southwest Beverages | Houston, TX | Dec 2017 - Oct 2018 | < 1 |
| Intelligent Mexican Marketing | Houston, TX | Oct 2017 - Dec 2017 | < 1 |
| Gluck Brands | Sugar Land, TX | Aug 2016 - Oct 2017 | 1 |
| N/a | Katy, TX | Jul 2013 - Aug 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- TX
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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