Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Vazquez is a financial advisor with Missionsquare Retirement. Daniel is a Registered Representative and Investment Advisor Representative, and is registered in District of Columbia and Florida. Daniel has been in the securities industry since 2016 and has held positions with Charles Schwab & Co., Inc. and Confidence Wealth Management. Daniel specializes in helping individuals and businesses with their financial planning needs. Daniel is a Certified Financial Planner™.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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DC
07/25/2023 - Present
Missionsquare Retirement (WASHINGTON DC)
CA
07/20/2016 - 03/24/2022
CHARLES SCHWAB & CO., INC. (Pleasanton CA)
BOTH
Issued 09/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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