Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Dalpra is a financial professional with over 20 years of experience in the financial services industry. Daniel is currently registered with Charles Schwab & Co., Inc. and has been with the firm since December 2006. Daniel is also a registered representative in 53 states and the District of Columbia. Before joining Charles Schwab, Daniel was registered with ALL-TECH INVESTMENT GROUP, INC. and OLDE DISCOUNT CORPORATION. Daniel holds a variety of licenses and certifications, including the Series 7, Series 10, Series 9, Series 57, and Series 63. Daniel is a financial planning advisor and offers a variety of financial planning services to his clients.
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
12/18/2006 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NJ
03/17/1998 - 01/22/1999
ALL-TECH INVESTMENT GROUP, INC. (MONTVALE NJ)
MI
11/21/1995 - 05/08/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
BC
Issued 01/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/12/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 57 - Securities Trader Exam
BC
Issued 12/17/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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