Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Meisenheimer is a financial advisor registered with Charles Schwab & Co., Inc. Daniel has been working in the securities industry since 2002. Daniel also has experience at USAA Financial Advisors, Inc. and USAA Investment Services Company. Daniel holds a Series 7, 6, 63 and 65 licenses and a Series 24 principal license. Daniel is registered with the state of Texas and has a total of 30 state registrations across the country. Daniel provides financial planning services and referral programs.
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
TX
08/02/2021 - Present
Charles Schwab & CO., Inc. (San Antonio TX)
TX
09/01/2017 - 08/14/2020
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
08/07/2007 - 08/28/2015
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
CO
03/07/2006 - 07/27/2007
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (AURORA CO)
SC
10/25/2002 - 07/09/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
KS
06/25/2002 - 10/15/2002
WADDELL & REED, INC. (OVERLAND PARK KS)
GA
01/04/2002 - 01/30/2002
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 03/16/2006
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/09/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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