Daniel Stein, financial advisor Tysons VA

Daniel Stein

CRD Number: 4742730
Current Firm: Charles Schwab & Company, Inc.

Daniel Stein (CRD# 4742730) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tysons, VA and has over 17 years of experience in the finance industry. Daniel Stein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Td Ameritrade, Inc. Tysons Corner, VA Feb 2022 - Current 2
Charles Schwab Bank Tysons Corner, VA Feb 2013 - Current 11
Charles Schwab & Company, Inc. Tysons Corner, VA Sep 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Daniel J. Stein
Phone Number: 415-667-7000
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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