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Daniel J Della maggiora

Charles Schwab & CO., Inc.

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About Daniel J Della maggiora

Daniel J Della maggiora is a financial professional with over 18 years of experience in the industry. Daniel has been associated with Charles Schwab & Co., Inc. since 2004 and currently works as a registered representative at the San Francisco branch office. Daniel holds a Series 63 license, Series 99TO, SIE, Series 7 and Series 55 licenses. Daniel has been active in the industry since 2009 and has experience in a variety of financial services. Daniel is dedicated to providing clients with comprehensive financial advice and guidance, working with them to develop personalized strategies that meet their individual needs and goals.

Firm Information

Daniel Della maggiora is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel Della maggiora’s Registration & Firm History

CA

12/20/2013 - Present

Charles Schwab & CO., Inc. (San Francisco CA)

CA

04/16/2004 - 07/14/2008

CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)

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Licenses & Designations

BC

Issued 07/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2013

Series 7 - General Securities Representative Examination

BC

Issued 05/04/2005

Series 55 - Limited Representative-Equity Trader Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Daniel J Della maggiora.
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