Daniel Rosales (CRD# 7136279) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lynnwood, WA and has over 3 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Lynnwood, WA | Oct 2021 - Current | 2 |
| Charles Schwab & Company, Inc. | Lynnwood, WA | Jun 2020 - Current | 3 |
| Student | Bloomington, IN | Aug 2019 - Jun 2020 | < 1 |
| Doordash | Bloomington, IN | Feb 2020 - Feb 2020 | < 1 |
| Charles Schwab | Denver, CO | Jun 2019 - Aug 2019 | < 1 |
| Student | Bloomington, IN | Aug 2018 - May 2019 | < 1 |
| Crane Credit Union | Oden, IN | Jun 2018 - Jul 2018 | < 1 |
| Bed Bath And Beyond | Bloomington, IN | Jun 2018 - Jun 2018 | < 1 |
| Student | Bloomington, IN | Aug 2017 - May 2018 | < 1 |
| Target | Lone Tree, CO | May 2017 - Aug 2017 | < 1 |
| Dick's Sporting Goods | Denver, CO | May 2017 - May 2017 | < 1 |
| Student | Bloomington, IN | Aug 2016 - May 2017 | < 1 |
| Waterway Carwash | Greenwood Village, CO | Nov 2015 - May 2016 | < 1 |
| Student | Greenwood Village, CO | Aug 2015 - Nov 2015 | < 1 |
| Inner Eco | Commerce City, CO | Jun 2015 - Aug 2015 | < 1 |
| Student | Greenwood Village, CO | Aug 2014 - Jun 2015 | < 1 |
| Famous Footwear | Lone Tree, CO | Jun 2014 - Aug 2014 | < 1 |
| Student | Greenwood Village, CO | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2021 |
- WA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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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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