Verified recordFinancial Services

Daniel Rosenthal

Financial Advisor at Wells Fargo Advisors

Based in Houston, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Houston

Industry

Financial Services

Company size

15K

Contact information

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Email

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d•••••••@wellsfargoadvisors.com

Phone

5 credits

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Background

About Daniel Rosenthal

I graduated from Texas A&M University in December 2017 with a Bachelor of Science in Economics and a Minor in Business Administration. I passed the CFP® exam in July 2023 and am a CERTIFIED FINANCIAL PLANNER® professional. I completed the college coursework for my CFP® certification at Rice University in 2022. This information is intended for use by residents of TX Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

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