Daniel Picinich (CRD# 3031550) is an Investment Advisor Representative working at Private Wealth Management, LLC in Extom, PA and has over 23 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.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Wealth Management, LLC | Chester Springs, PA | Dec 2015 - Current | 8 |
| 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 |
- PA
-
Total Assets Under Management50MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$574,713
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
PA
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