Daniel RoperCRD Number: 6188279
Current Firm: Charles Schwab & Company, Inc.
Daniel Roper (CRD# 6188279) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Omaha, NE and has over 8 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Charles Schwab & Company, Inc.||Omaha, NE||Mar 2019 - Current||2|
|Charles Schwab Bank||Omaha, NE||Mar 2019 - Current||2|
|Bank Of The West||Omaha, NE||Dec 2017 - Mar 2019||1|
|Bancwest Investment Services, Inc.||Omaha, NE||Dec 2017 - Mar 2019||1|
|Td Ameritrade||Omaha, NE||Jul 2017 - Nov 2017||< 1|
|Self Employed||Omaha, NE||Oct 2016 - Jul 2017||< 1|
|Horace Mann Investors, Inc.||Springfield, IL||Jun 2013 - Oct 2016||3|
|Unemployed||Coralville, IA||May 2013 - Jun 2013||< 1|
|Frito Lay||Omaha, NE||Mar 2009 - May 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2017|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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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