Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Billie? Claim Your ProfileBillie Danicek is a financial advisor with Rockefeller Financial LLC, a firm headquartered in New York City. Billie has been a registered representative since December 2006 and has over 15 years of experience in the industry. Billie's expertise includes financial planning, portfolio management, and pension consulting. Billie also holds the Series 7, Series 66, and SIE licenses. Billie is registered to conduct business in several states, including Illinois, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Iowa, Massachusetts, Michigan, New Jersey, New Mexico, New York, North Carolina, Oregon, Utah, Washington, and Wisconsin.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
01/14/2021 - Present
Rockefeller Financial LLC (Chicago IL)
IL
11/18/2011 - 01/15/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
12/13/2006 - 12/02/2011
MESIROW FINANCIAL, INC. (CHICAGO IL)
BOTH
Issued 10/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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