Danielle SchulmanCRD Number: 5420248
Current Firm: Charles Schwab & Company, Inc.
Danielle Schulman (CRD# 5420248) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Charles Schwab Bank||Phoenix, AZ||Dec 2009 - Current||7|
|Charles Schwab & Company, Inc.||Phoenix, AZ||Sep 2007 - Current||10|
|Dazzle By Danielle||Tempe, AZ||Feb 2009 - Dec 2009||< 1|
|Matheny & Company||Tempe, AZ||May 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
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