Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Trainor is a financial professional with over 24 years of experience in the financial services industry. Daniel has held various positions at leading firms such as TD Ameritrade, Fidelity Brokerage Services LLC, and Charles Schwab & CO., Inc. Currently, Daniel is an active registered representative with Charles Schwab & CO., Inc. Daniel has a strong background in the financial markets and is dedicated to providing personalized financial advice and guidance to meet client needs.
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
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2
NY
11/18/2022 - Present
Charles Schwab & CO., Inc. (POUGHQUAG NY)
TX
02/24/2011 - 07/29/2024
TD AMERITRADE, INC. (FORT WORTH TX)
NY
01/21/2005 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
SC
03/04/2004 - 08/18/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
RI
02/26/2001 - 03/25/2004
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MA
05/04/2000 - 03/25/2004
NATIONAL FINANCIAL SERVICES LLC (BOSTON MA)
MA
02/17/2000 - 04/18/2000
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
NJ
02/18/1994 - 12/12/1996
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 02/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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