Unclaimed
Daniel James Beckbissinger is a financial professional with over 1 year of experience in the industry. Daniel is currently registered with Vanguard Marketing Corp. and holds the Series 7TO, Series 63, and SIE licenses. Prior to joining Vanguard Marketing Corp., Daniel worked at CHARLES SCHWAB & CO., INC. and was registered with FINRA. Daniel is registered to offer securities in 53 states.
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.
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.
1
2
AZ
03/08/2024 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
12/07/2022 - 09/15/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 12/14/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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