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Danielle S Starling

Charles Schwab & CO., Inc.

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About Danielle S Starling

Danielle Starling is a financial advisor with over 14 years of experience in the industry. Danielle is currently registered with Charles Schwab & Co., Inc. and previously held positions with TD Ameritrade, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and NatCity Investments, Inc. Danielle is licensed to offer investment advice in 24 states. She specializes in providing financial planning services and offering a wrap fee program.

Firm Information

Danielle Starling is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Danielle Starling’s Registration & Firm History

FL

03/23/2022 - Present

Charles Schwab & CO., Inc. (Winter Park FL)

FL

11/02/2017 - 05/19/2024

TD AMERITRADE, INC. (Winter Park FL)

FL

04/19/2016 - 07/20/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELRAY BEACH FL)

FL

11/13/2009 - 03/23/2016

PNC INVESTMENTS (LAKE WORTH FL)

FL

06/26/2009 - 11/13/2009

NATCITY INVESTMENTS, INC. (WEST PALM BEACH FL)

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Licenses & Designations

IA

Issued 11/19/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/30/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/25/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Danielle S Starling.
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