Daniel Roper, financial advisor Omaha NE

Daniel Roper

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Daniel M. Roper
Phone Number: 415-667-7000
Registered State(s):
  • NE
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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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