Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Valencia is a financial advisor in Stockton, California. Daniel is registered with Charles Schwab & CO., Inc. and has been in the industry since February 7, 2013. Daniel has experience working with both Merrill Lynch and Bank of America. Daniel specializes in financial planning and portfolio management and can also provide referrals for additional advisor services.
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
05/26/2016 - Present
Charles Schwab & CO., Inc. (Stockton CA)
CA
01/18/2013 - 05/04/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MODESTO CA)
BOTH
Issued 02/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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