Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Reiss is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Charles Schwab & Co., Inc. and has held previous positions at OptionsXpress, Inc. and NYLIFE Securities Inc. Daniel has a wide range of experience in providing financial advice and services to clients. Daniel holds the Series 3, 6, 7, and 66 licenses and has been actively registered in 29 states.
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
AZ
05/31/2019 - Present
Charles Schwab & CO., Inc. (Chandler AZ)
AZ
09/02/2011 - 11/10/2017
OPTIONSXPRESS, INC. (PHOENIX AZ)
NY
09/26/2002 - 02/25/2004
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 5/30/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2011
Series 3 - National Commodity Futures Examination
BC
Issued 6/7/2004
Series 7 - General Securities Representative Examination
BC
Issued 9/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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