Julio Cesar Naveda rivas
Investment adviser representative at Charles Schwab & Co., Inc.
10 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
10 years in the industry.
- Charles Schwab & Co., Inc.Jun 2022 to now
- Media Star PromotionsMar 2021 to May 2022
- United Parcel ServicesOct 2020 to Jan 2021
- Vergara Investor CorporationDec 2019 to May 2022
- Talent Tree LLCJul 2019 to May 2022
- N/aOct 2018 to Jul 2019
- Coca-cola Southwest BeveragesDec 2017 to Oct 2018
- Intelligent Mexican MarketingOct 2017 to Dec 2017
- Gluck BrandsAug 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7565094
- Firm CRD
- 5393