Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Schmieder is a financial advisor with Icon Wealth Partners, an SEC registered investment advisor. Daniel Schmieder has been active in the financial services industry since 1981 and holds several professional licenses and designations, including a Certified Financial Planner (CFP) designation. Daniel Schmieder provides financial planning and investment management services to a variety of clients, including individuals, families, trusts, and businesses. Daniel Schmieder is a member of the Houston, TX community.
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.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions
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.
A percentage of the total value of assets under management is charged.
Revenue sharing on eligible credit and cash management solutions
1
2
TX
08/02/2022 - Present
Icon Wealth Partners (HOUSTON TX)
TX
01/29/2019 - 02/15/2019
OPPENHEIMER & CO. INC. (HOUSTON TX)
TX
06/01/2009 - 01/24/2019
MORGAN STANLEY (HOUSTON TX)
TX
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/13/1981 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1983
Series 3 - National Commodity Futures Examination
BC
Issued 10/05/1981
Series 5 - Interest Rate Options Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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