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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel McNamara is a financial advisor with Charles Schwab & CO., Inc. located in Traverse City, MI. Daniel has been in the financial services industry since 2004. Daniel has passed the Series 7, Series 9, Series 10 and Series 66 exams. Daniel is also a Certified Financial Planner. Daniel has experience with NatCity Investments, Inc. and A. G. Edwards & Sons, Inc. In addition to providing financial advice, Daniel is also the President of TCCSIBL INC. Daniel is registered to provide investment advice in 42 states. Daniel is a registered representative with Charles Schwab & CO., Inc. and is also registered to provide investment advice in Michigan. Daniel can help with financial planning, portfolio management, and investment advice.
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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MI
11/10/2015 - Present
Charles Schwab & CO., Inc. (Traverse City MI)
MI
07/09/2007 - 07/15/2008
NATCITY INVESTMENTS, INC. (TRAVERSE CITY MI)
MI
11/11/2004 - 07/12/2007
A. G. EDWARDS & SONS, INC. (TRAVERSE CITY MI)
BOTH
Issued 12/22/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/27/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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