Daniel Kleiner (CRD# 7365104) is an Investment Advisor Representative working at Ally Invest Advisors in Lewisville, TX and has over 2 years of experience in the finance industry.
CRD# 2754150
Charles Schwab & Company, Inc.
CRD# 5076833
Charles Schwab & Company, Inc.
CRD# 5959695
Fisher Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ally Invest Advisors | Charlotte, NC | Mar 2023 - Current | 1 |
| Ally Invest Securities | Charlotte, NC | May 2021 - Current | 3 |
| Corelogic | Irving, TX | Mar 2020 - May 2021 | 1 |
| Ranstad LLC | Atlanta, GA | Nov 2019 - Mar 2020 | < 1 |
| Unemployed | Coppell, TX | Oct 2019 - Nov 2019 | < 1 |
| Xome | Lewisville, TX | Aug 2018 - Oct 2019 | 1 |
| Xome | Lewisville, TX | Mar 2016 - Aug 2018 | 2 |
| Xome | Lewisville, TX | Jul 2011 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
| S63 | Uniform Securities State Law Examination | Aug 2021 |
- TX
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Total Assets Under Management1,128MILLIONS
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Total Number of Accounts70,547ACCOUNTS
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Average Account Value$15,984
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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