Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dayna? Claim Your ProfileDayna Pfeiffer is a registered representative with Charles Schwab & CO., Inc. Dayna holds the Series 7 and SIE licenses. Dayna has been in the financial industry since August 2018. Dayna is located in Lone Tree, CO and affiliated with Charles Schwab & CO., Inc. Dayna is able to provide financial planning and investment advice to individuals and businesses. Dayna is also able to provide advice on selection of other advisors. Dayna is licensed to work with clients nationwide.
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
CO
08/23/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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