Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Purcell is a registered representative with Charles Schwab & Co., Inc. located in Seattle, WA. Daniel has over 15 years of experience in the financial services industry. Daniel is also registered with the state of Washington. Prior to joining Charles Schwab, Daniel was a registered representative with TD Ameritrade. Before joining TD Ameritrade, Daniel worked as a financial advisor for Pacific West Securities, Inc., UBS Financial Services Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley DW Inc., and Ameriprise Financial Services, Inc.
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
WA
01/26/2022 - Present
Charles Schwab & CO., Inc. (Seattle WA)
WA
09/15/2010 - 05/19/2024
TD AMERITRADE, INC. (Seattle WA)
WA
03/11/2009 - 07/15/2009
PACIFIC WEST SECURITIES, INC. (KIRKLAND WA)
WA
06/08/2007 - 10/14/2008
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
WA
04/02/2007 - 04/24/2007
MORGAN STANLEY & CO., INCORPORATED (BELLEVUE WA)
WA
09/05/2006 - 04/02/2007
MORGAN STANLEY DW INC. (BELLEVUE WA)
WA
11/09/2005 - 05/09/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SEATTLE WA)
PA
10/10/2005 - 10/31/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BOTH
Issued 09/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 10/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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