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Daniel Anthony Bassil

Charles Schwab & CO., Inc.

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About Daniel Anthony Bassil

Daniel Anthony Bassil is a financial professional with over five years of experience in the industry. Daniel is currently registered with Charles Schwab & CO., Inc. and TD Ameritrade Clearing, Inc. Daniel specializes in financial planning and investment services, and has a strong background in securities and options trading. Daniel is a licensed securities professional and has passed numerous industry exams including the Series 7TO, Series 63, and Series 24. Daniel is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Daniel is also a registered representative with TD Ameritrade, Inc. and previously worked with them from 2018-2024.

Firm Information

Daniel Bassil is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel Bassil’s Registration & Firm History

CO

04/25/2023 - Present

Charles Schwab & CO., Inc. (Lone Tree CO)

CA

10/24/2018 - 05/19/2024

TD AMERITRADE, INC. (SAN DIEGO CA)

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Licenses & Designations

BC

Issued 10/31/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/06/2021

Series 24 - General Securities Principal Examination

BC

Issued 07/08/2020

Series 4 - Registered Options Principal Examination

BC

Issued 10/24/2018

Series 7TO - General Securities Representative Examination

BC

Issued 10/23/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel Anthony Bassil.
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