Daniel Schueren (CRD# 6746632) is an Investment Advisor Representative working at Principal Advised Services in Washington, DC and has over 7 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Ardmore, PA | Oct 2022 - Current | 1 |
| Principal Securities Inc. | Ardmore, PA | Oct 2021 - Current | 2 |
| Principal Life Insurance Company | Ardmore, PA | Jan 2021 - Current | 3 |
| Merrill Lynch | Pennington, NJ | Jan 2020 - Sep 2021 | 1 |
| Merrill Lynch | Jenkintown, PA | Nov 2018 - Jan 2020 | 1 |
| Vanguard | Malvern, PA | Jan 2017 - Aug 2018 | 1 |
| Unemployed | N/a, XX | Sep 2011 - Dec 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- DC
- IA
- PA
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Total Assets Under Management569MILLIONS
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Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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