Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Henri Broussard is a financial advisor associated with Charles Schwab & CO., Inc. Daniel has been in the securities industry since April 30, 2008. Daniel has passed the Series 7, Series 66 and SIE exams. Daniel is registered to provide investment advisory services in Arizona, California, and 51 other states. Prior to joining Charles Schwab & CO., Inc. Daniel worked at EDWARD JONES.
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
AZ
09/10/2009 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/27/2007 - 02/05/2009
EDWARD JONES (QUEEN CREEK AZ)
BOTH
Issued 10/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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