Dana SoteroCRD Number: 6181437
Current Firm: Charles Schwab & Company, Inc.
Dana Sotero (CRD# 6181437) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Orlando, FL and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Alconbury Trust L.l.c
|Charles Schwab & Co, Inc.||Orlando, FL||Apr 2013 - Current||4|
|Total Realty Corp.||Deland, FL||Apr 2011 - Apr 2013||2|
|Unemployed- Student||Deland, FL||Aug 2010 - Apr 2011||< 1|
|Kohl's||Orange City, FL||Jul 2009 - Aug 2010||1|
|Unemployed||Debary, FL||May 2009 - Jul 2009||< 1|
|Stetson University- First Year Studies||Deland, FL||Aug 2008 - May 2009||< 1|
|Bella Bella||Deland, FL||May 2008 - Aug 2008||< 1|
|Student- Unemployed||Deland, FL||Oct 2007 - May 2008||< 1|
|Regional Airline Academy||Deland, FL||Jun 2007 - Oct 2007||< 1|
|Fishbones||Lake Mary, FL||Jun 2007 - Aug 2007||< 1|
|Unemployed- Student||Deland, FL||Feb 2007 - Jun 2007||< 1|
|Abercrombie||Daytona, FL||Dec 2006 - Feb 2007||< 1|
|Unemployed||Deland, FL||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
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, 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, VI, VT, WA, WI, WV