Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Lane has been in the financial industry since 2005 and is currently registered with Charles Schwab & CO., Inc.. Daniel has been a registered representative with Charles Schwab & CO., Inc. since 2018. Previously, Daniel was registered with Fidelity Brokerage Services LLC from 2005 to 2018. Daniel has extensive experience in the financial services industry and holds a number of licenses and certifications, including the Series 7, 63, 66, 24, 4, 10, and 9. Daniel is dedicated to providing his clients with personalized financial advice and guidance.
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
10/05/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
12/20/2005 - 09/18/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
NE
09/01/2005 - 11/21/2005
AMERITRADE, INC. (OMAHA NE)
NE
12/05/2000 - 05/22/2001
AMERITRADE (BELLEVUE NE)
BC
Issued 10/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/21/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 06/24/2012
Series 4 - Registered Options Principal Examination
BC
Issued 12/09/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/08/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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