Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Weiss is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Charles Schwab & Co., Inc. in San Francisco, CA. Daniel's previous experience includes positions with FSC Securities Corporation, Royal Alliance Associates, Inc., Sagepoint Financial, Inc., Woodbury Financial Services, Inc., and Investment Centers of America, Inc. Daniel has a diverse background, having held roles in various locations across the United States. Daniel holds multiple licenses and designations, including Series 6, 7, 24, and 63. Daniel is a specialist in various areas including financial planning, and selection of other advisors. Daniel's experience and expertise provide a comprehensive approach to financial planning and investment management.
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
CA
04/07/2023 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
GA
05/23/2018 - 04/26/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
05/23/2018 - 04/26/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
05/23/2018 - 04/26/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
05/23/2018 - 04/26/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
WI
05/06/2011 - 04/23/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
05/06/2011 - 04/23/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
05/06/2011 - 04/23/2018
SII INVESTMENTS, INC. (APPLETON WI)
CO
12/22/2010 - 04/23/2018
NATIONAL PLANNING CORPORATION (DENVER CO)
DC
08/02/1999 - 11/24/1999
ICMA-RC SERVICES, LLC (WASHINGTON DC)
DC
08/20/1997 - 02/25/1999
ICMA-RC SERVICES, LLC (WASHINGTON DC)
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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