Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Taylor Miller is a financial advisor who has been in the industry since January 15, 2017. Daniel is currently registered with Charles Schwab & Co., Inc. and is licensed to provide financial advice in California and Texas. Previously, Daniel worked at WELLS FARGO SECURITIES, LLC in San Francisco, CA. Daniel has passed the Series 63, SIE and Series 79 exams.
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
04/12/2018 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
CA
05/04/2015 - 07/27/2016
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
BC
Issued 05/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2015
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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