Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniela? Claim Your ProfileDaniela Sierra Castaneda is an investment advisor representative with Schwab Wealth Advisory, Inc. Daniela has been in the industry since October 2022 and is registered with the state of Florida. Daniela is also registered with the state of Texas. Daniela has passed the Series 66, Series 7, and SIE exams. Daniela specializes in retirement planning, financial planning and portfolio management for individuals and businesses. Daniela has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
FL
04/17/2024 - Present
Schwab Wealth Advisory, Inc. (Orlando FL)
FL
10/14/2022 - 04/09/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WINTER PARK FL)
BOTH
Issued 11/14/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/14/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/18/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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