Position:
Investment Advisor Representative at LoneStar Wealth Management
Location:
Wilson, Texas, United States
Found email addresses for Daniel Wheeler:
Found phone for Daniel Wheeler:
Feb 2025 - Current
Jan 2024 - Dec 2024
May 2023 - Aug 2023
Their professional focus is Bank Reconciliation, Fixed Assets, and General Ledgers across 3 core areas.
Daniel holds Series 65 - Uniform Investment Advisor Law Exam and Life and Health Insurance License certifications.
Bachelor of Business Administration - BBA at Abilene Christian University
High School Diploma at Trinity Christian High School
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.