Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel White is a financial professional with over 30 years of experience in the industry. Daniel is currently registered with Charles Schwab & Co., Inc. in Atlanta, Georgia. Prior to joining Charles Schwab & Co., Inc., Daniel held various positions with other financial institutions such as Jackson National Life Distributors, Inc., National Planning Corporation, NYLIFE Distributors Inc., Delaware Distributors, L.P., and Lutheran Brotherhood Securities Corp. Daniel holds several professional designations including a Certified Financial Planner and Chartered Financial Consultant. Daniel's expertise covers a wide range of financial products and services including investment management, financial planning and retirement planning. Daniel is committed to providing personalized financial advice and guidance to clients.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
GA
04/01/2003 - Present
Charles Schwab & CO., Inc. (Atlanta GA)
TN
09/04/1998 - 03/07/2000
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
05/08/1998 - 01/27/1999
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
NJ
06/19/1995 - 01/27/1998
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
PA
07/13/1987 - 03/23/1995
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NA
05/16/1986 - 07/06/1987
LUTHERAN BROTHERHOOD SECURITIES CORP.
BC
Issued 04/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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