Danielle GuerraCRD Number: 5307135
Current Firm: Schwab Private Client Investment Advisory, Inc.
Danielle Guerra (CRD# 5307135) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 10 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Current||5|
|Charles Schwab & Company, Inc.||Orlando, FL||Mar 2007 - Current||10|
|Charles Schwab Bank||Orlando, FL||Jul 2011 - Dec 2011||< 1|
|Aerotek Staffing||Orlando, FL||Mar 2006 - Mar 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S66||NASAA Uniform Combined State Law Examination||Feb 2010|
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, 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, VT, WA, WI, WV