Daniel Brooks

VP - Financial Consultant

+1 610-606-2046

Financial credentials

  • Series 6, 7, 24, 55, 63, 65, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

29 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2007-present
  • Financial Consultant, TD Ameritrade, 2004-2007
  • Financial Consultant, MetLife Securities Inc., 2004-2004
  • Securities Principal, Computershare Securities Corporation, 2001-2004
  • Equity Trader, Summit Financial Services Group, Inc., 1998-2001
  • Cashier, Conseco Financial Services, Inc., 1995-1998

Education

  • BS, Business Administration, Centenary College

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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