Daniel PicinichCRD Number: 3031550
Current Firm: Private Wealth Management, LLC
Daniel Picinich (CRD# 3031550) is an Investment Advisor Representative working at Private Wealth Management, LLC in Chester Springs, PA and has over 21 years of experience in the finance industry. Daniel Picinich 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.
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Private Wealth Management, LLC||Chester Springs, PA||Dec 2015 - Current||6|
|Charles Schwab Bank||Wayne, PA||Feb 2005 - Jan 2016||10|
|Charles Schwab & Company, Inc.||Wayne, PA||Feb 2004 - Jan 2016||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2001|
Total Assets Under Management60MILLIONS
Total Number of Accounts85ACCOUNTS
Average Account Value$705,882
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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