Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Sun is a registered representative with Charles Schwab & Co., Inc., working from the Austin, Texas office. Daniel has been in the financial services industry for over a year and has a strong track record of success. Daniel is dedicated to providing clients with personalized financial advice and investment solutions that meet their individual needs. Daniel holds the Series 7TO, Series 63 and SIE licenses. Daniel is licensed to sell securities in all 50 states and the District of Columbia.
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
TX
03/01/2024 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 03/15/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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