Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Pak is a financial advisor with Charles Schwab & Co., Inc., based in New York City, NY. Daniel Pak has been in the industry since December 2016 and has experience working with clients in a variety of areas. Daniel Pak is registered in 16 states, including California, Connecticut, Florida, Illinois, New Jersey, New York, Ohio, Pennsylvania, Texas, and Washington. Daniel Pak holds the Series 66, Series 7, and SIE licenses. In addition to offering financial planning services, Daniel Pak also provides selection of other advisers services and is a Wrap Fee Program sponsor.
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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2
NY
01/26/2022 - Present
Charles Schwab & CO., Inc. (New York City NY)
NY
09/07/2017 - 07/29/2024
TD AMERITRADE, INC. (New York City NY)
NY
12/21/2016 - 08/30/2017
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 1/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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