Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Florin Isvoranu is a financial advisor who has been working in the industry since 2015. Daniel is currently registered with Charles Schwab & CO., Inc. and holds a Series 6, Series 63 and SIE license. Daniel has prior experience working with ASSETMARK BROKERAGE, LLC and USAA FINANCIAL ADVISORS, 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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AZ
07/06/2022 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
03/28/2022 - 05/17/2022
ASSETMARK BROKERAGE, LLC (Phoenix AZ)
AZ
01/30/2019 - 02/17/2022
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
AZ
11/06/2018 - 01/08/2019
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
02/12/2014 - 09/06/2017
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 03/03/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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