Daniel Carignan (CRD# 7382746) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnfield, MA and has 1 year of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Lynnfield, MA | Jun 2023 - Current | < 1 |
| Charles Schwab & Company, Inc. | Lynnfield, MA | Jun 2022 - Current | 1 |
| Unemployed | Coventry, RI | Jan 2022 - Jun 2022 | < 1 |
| Bj's Wholesale Club | Coventry, RI | Nov 2021 - Jan 2022 | < 1 |
| Unemployed | Coventry, RI | Sep 2021 - Nov 2021 | < 1 |
| Charles Schwab & Company,inc. | Boston, MA | Jun 2021 - Sep 2021 | < 1 |
| Unemployed | Coventry, RI | Sep 2020 - Jun 2021 | < 1 |
| Rhode Island Dem | Narragansett, RI | May 2017 - Sep 2020 | 3 |
| Perfect Puppy | West Warwick, RI | Apr 2019 - Jun 2019 | < 1 |
| Westcott House Of Pizza | Coventry, RI | Sep 2018 - Mar 2019 | < 1 |
| Dunkin | West Greenwich, RI | May 2016 - May 2017 | 1 |
| Unemployed | Coventry, RI | May 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2022 |
- RI
- TX
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Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
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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