Daniel Shader, financial advisor Tucson AZ

Daniel Shader

CRD Number: 6741298
Current Firm: Charles Schwab & Company, Inc.

Daniel Shader (CRD# 6741298) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Tucson, AZ and has over 4 years of experience in the finance industry.

Similar Advisors
Nicholas Abdy, financial advisor Tucson AZ
Nicholas G. Abdy
CRD# 4701550
Ubs Financial Services Inc.
Similar Advisors
David Ahmad, financial advisor Tucson AZ
David W. Ahmad
CRD# 3272252
Edward Jones
Similar Advisors
Jennifer Akins, financial advisor Tucson AZ
Jennifer L. Akins
CRD# 4840087
Lpl Financial LLC
Company Name Location Dates Years
Charles Schwab Bank Ssb Tucson, AZ Sep 2018 - Current 3
Charles Schwab & Company, Inc. Tucson, AZ Dec 2016 - Current 4
University Of Arizona Tucson, AZ May 2014 - Dec 2016 2
Desert Toyota And Scion Tucson, AZ Aug 2010 - Dec 2016 6
Kingstone Capital Partners Tucson, AZ May 2016 - Nov 2016 < 1
Primerica Tucson, AZ Jun 2016 - Jul 2016 < 1
Pima Community College Tucson, AZ Jul 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
S63 Uniform Securities State Law Examination Jun 2017
Contact Info for Daniel J. Shader
Phone Number: 415-667-7000
Registered State(s):
  • CA
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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.