Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel James White is a financial professional with over 10 years of experience in the financial services industry. Daniel is currently registered with Charles Schwab & Co., Inc. Daniel has been with Charles Schwab & Co., Inc. since July 21, 2017. Before joining Charles Schwab & Co., Inc., Daniel worked at Thrivent Investment Management Inc. Daniel is a Series 7, Series 63, and SIE licensed professional.
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
1
2
CO
07/21/2017 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/14/2016 - 06/09/2017
THRIVENT INVESTMENT MANAGEMENT INC. (PARKER CO)
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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