Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Rees is a financial professional with over 10 years of experience in the industry. Daniel is currently registered with Charles Schwab & CO., Inc. and has also been previously registered with USAA FINANCIAL ADVISORS, INC. Daniel holds several industry licenses including Series 7, Series 10, Series 24, Series 51, Series 52TO, and Series 53. Daniel is able to provide financial planning, investment management, and retirement planning 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
1
2
NE
05/23/2020 - Present
Charles Schwab & CO., Inc. (Omaha NE)
CO
03/29/2011 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 12/14/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/07/2017
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/17/2014
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 09/08/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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