Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Iacometti is a financial advisor registered with Charles Schwab & CO., Inc. in Arizona, California, and Texas. Daniel Iacometti has been in the financial industry since April 13, 2000. Previously, Daniel Iacometti worked for USAA FINANCIAL ADVISORS, INC. and USAA INVESTMENT MANAGEMENT COMPANY. Daniel Iacometti is a Series 6, 7, 9, 10, 24, 52TO, 53, 63, and 65 licensed professional. Daniel Iacometti offers financial planning services. Daniel Iacometti also offers advisory services for wrap fee programs and financial planning advisor referral programs.
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
AZ
01/03/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
09/25/2007 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
12/02/2004 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)
NE
10/11/2000 - 11/03/2004
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
04/12/1999 - 11/05/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 07/23/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/06/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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