Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Eduardo Matsunaga is a financial advisor with Charles Schwab & Co., Inc. based in Towson, Maryland. Daniel has been in the industry since 2020. Daniel is also registered with TD AMERITRADE, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Daniel has passed the Series 66, Series 7TO, and SIE exams. Daniel holds registrations in 42 states, including Alabama, Alaska, Arizona, California, and Colorado, among many others.
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
MD
07/17/2023 - Present
Charles Schwab & CO., Inc. (Towson MD)
MD
07/07/2023 - 12/31/2023
TD AMERITRADE, INC. (Towson MD)
MD
02/05/2020 - 01/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOWSON MD)
BOTH
Issued 03/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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