Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Paul Marshall is a financial professional with over 10 years of experience in the financial services industry. Daniel has been registered with Charles Schwab & CO., Inc. since April 2022. Prior to that, Daniel was registered with TD AMERITRADE, INC. from June 2013 to December 2022. Daniel holds FINRA Series 63, 7, and SIE licenses and is registered in Texas.
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
04/01/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/05/2013 - 12/16/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 06/10/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Daniel Marshall is the right advisor for you? Invested Better is here to help.
