Daniel SimonCRD Number: 5975402
Current Firm: Charles Schwab & Company, Inc.
Daniel Simon (CRD# 5975402) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Richfield, OH and has over 5 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Summit Wealth Partners, LLC
|Charles Schwab & Company, Inc.||Richfield, OH||Nov 2012 - Current||4|
|Axa Advisors, LLC||Jefferson, OH||Sep 2011 - Oct 2012||1|
|Swenson's Drive In Restaurants||Akron, OH||Mar 2007 - Sep 2011||4|
|Acme Fresh Markets||Akron, OH||Aug 2004 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2012|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
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