Daniel Stein, CFA®, CFP®

VP - Branch Manager

+1 703-761-1579

Financial credentials

  • Chartered Financial Analyst®
  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2013-present
  • Senior Manager, Charles Schwab, 2008-2012
  • Registered Representative, Charles Schwab, 2006-2007

Education

  • BS, Business Management, Arizona State University

Personal interests and affiliations

  • CFA Institute
  • CFA Society Seattle
  • McLean Little League

Standard mailing address:

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

Additional branches

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