Daniel O Loza

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2020 → 10/2022
  Amazon
  Channahon, IL
• 10/2022 → 05/2023
  Nike
  Tempe, AZ
• 05/2019 → 07/2019
  Subway
  Romeoville, IL
• 06/2020 → 08/2020
  Buona Beef
  Bolingbrook, IL
• 02/2015 → 05/2020
  Full Time Education
  Romeoville, IL
• 01/2024 → 01/2025
  Charles Schwab
  Phoenix, AZ
• 10/2023 → 11/2023
  Amazon
  Litchfield Park, AZ
• 01/2022 → 12/2024
  Full Time Education
  Phoenix, AZ
• 02/2025 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2025-10-20
• S63 Uniform Securities Agent State Law Examination
  2025-06-10

Other Names

• Danny Loza