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Danielle Settipane

Charles Schwab & Co., Inc.

Burlington, MA

Lynnfield, MA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-10-21
TX RA APPROVED 2024-10-21
  • CT RA
    APPROVED
    Since 2024-10-21
  • TX RA
    APPROVED
    Since 2024-10-21

Branch Locations

54 Mall Rd, Burlington, MA 01803-4556 • United States

200 Market Street, Lynnfield, MA 01940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mass Mutual Life Insurance Company Wakefield MA 09/2017 01/2024
Mml Investors Services Wakefield MA 09/2018 01/2024
Baystate Financial (Stephen Camarro Agent Of Mass Mutual) Wakefield MA 02/2017 01/2024
Essex County Bar Advocates Assoc. Salem MA 10/2015 02/2017
Charles Schwab & Co., Inc Lynnfield MA 01/2024 Present
Charles Schwab Bank, Ssb Lynnfield MA 01/2024 Present
  • 09/2017 → 01/2024
    Mass Mutual Life Insurance Company
    Wakefield, MA
  • 09/2018 → 01/2024
    Mml Investors Services
    Wakefield, MA
  • 02/2017 → 01/2024
    Baystate Financial (Stephen Camarro Agent Of Mass Mutual)
    Wakefield, MA
  • 10/2015 → 02/2017
    Essex County Bar Advocates Assoc.
    Salem, MA
  • 01/2024 → Present
    Charles Schwab & Co., Inc
    Lynnfield, MA
  • 01/2024 → Present
    Charles Schwab Bank, Ssb
    Lynnfield, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-19
S63 Uniform Securities Agent State Law Examination 2018-11-28
  • S66 Uniform Combined State Law Examination
    2024-10-19
  • S63 Uniform Securities Agent State Law Examination
    2018-11-28
Other Names
  • Danielle Horrocks

View on SEC IAPD

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