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Daneen Small

Wealth Enhancement Brokerage Services, LLC

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About Daneen Small

Daneen Small is a financial professional with over a year of experience in the securities industry. Daneen is currently registered with Wealth Enhancement Brokerage Services, LLC, and has previously been registered with BA Securities, LLC. Daneen holds a Series 63, Series 82TO and SIE licenses. Daneen is registered in Pennsylvania.

Firm Information

Daneen Small is currently registered with Wealth Enhancement Brokerage Services, LLC. Wealth Enhancement Brokerage Services, LLC is a Limited Liability Company formed in June 2003. The firm is registered with the Securities and Exchange Commission and all 50 states.

Not reported

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Daneen Small’s Registration & Firm History

MN

12/22/2023 - Present

Wealth Enhancement Brokerage Services, LLC (PLYMOUTH MN)

PA

03/14/2022 - 01/02/2024

BA SECURITIES, LLC (W. CONSHOHOCKEN PA)

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Licenses & Designations

BC

Issued 04/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/14/2022

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 12/13/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daneen Small.
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