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Daniel Reiss

Charles Schwab & CO., Inc.

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About Daniel Reiss

Daniel Reiss is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Charles Schwab & CO., Inc., and holds licenses in multiple states. Daniel has experience with a variety of firms, including NYLIFE SECURITIES INC., OPTIONSXPRESS, INC. and Charles Schwab Bank SSB. Daniel has experience in providing a variety of services, including financial planning, selection of other advisors, and wrap fee programs. Daniel is committed to providing clients with personalized advice and guidance to help them reach their financial goals.

Firm Information

Daniel Reiss is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Daniel Reiss’s Registration & Firm History

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)

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Licenses & Designations

BOTH

Issued 05/30/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/22/2011

Series 3 - National Commodity Futures Examination

BC

Issued 06/07/2004

Series 7 - General Securities Representative Examination

BC

Issued 09/25/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Daniel Reiss. Review regulatory record here.
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