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Bernardo Joseph Escobedo-Diaz is a financial advisor professional located in Woodbury, MN. They specialize in financial advisory. With over 13 years of experience, they bring deep expertise to every client.
Bernardo Joseph Escobedo-Diaz - Charles Schwab & Co., Inc. holds an active professional license (FINRA CRD) for your protection.
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Bernardo Joseph Escobedo-Diaz is a financial advisor based in Woodbury, Minnesota, working with Charles Schwab & Co., Inc. With 13 years in the financial services industry, he brings substantial experience to client relationships. His professional registration is tracked through FINRA CRD #5750900, which maintains his compliance and disciplinary history within the securities industry. He works within the regulatory framework that governs investment advisory and brokerage services.
Bernardo's FINRA CRD registration indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees brokers and investment professionals. This registration means he operates under FINRA's rules and supervision, which govern conduct, sales practices, and client interactions in securities and investment advisory services. The CRD number (5750900) is a public identifier that allows clients and regulators to verify his registration status, qualifications, and any disciplinary history. This oversight structure protects investors by ensuring adherence to industry standards and ethical requirements.