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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danelis? Claim Your ProfileDanelis Libertad Romero del sol padron is a financial advisor with Wells Fargo Clearing Services, LLC. Danelis has been in the industry since October 3, 2017. Danelis is registered with the state of California and Florida. Danelis's office is located at 1605 MAIN ST 14TH FL [A8-RBO] in SARASOTA, FL. Danelis has a Series 7, 9, 10, 66, and SIE licenses. Danelis also holds a Registered Representative designation. Danelis is currently registered with Wells Fargo Clearing Services, LLC, but was previously employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Danelis specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
02/17/2022 - Present
Wells Fargo Clearing Services, LLC (SARASOTA FL)
CA
10/04/2017 - 08/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 11/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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