Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danese? Claim Your ProfileDanese Michelle Tremble is an Investment Advisor Representative with Equitable Advisors, LLC, with a branch office in Jacksonville, FL. Danese Tremble has been in the securities industry since 1999 and has held prior positions with ALLSTATE FINANCIAL SERVICES, LLC, STATE FARM VP MANAGEMENT CORP., and SALOMON SMITH BARNEY INC. Danese Tremble has a Series 7, Series 63 and Series 65 license. Danese Tremble is registered in Florida, Georgia, and South Carolina. Danese Tremble provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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
FL
01/27/2023 - Present
Equitable Advisors, LLC (JACKSONVILLE FL)
FL
12/21/2016 - 04/07/2021
ALLSTATE FINANCIAL SERVICES, LLC (Middleburg FL)
FL
06/03/2002 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (JACKSONVILLE FL)
NY
08/20/1999 - 04/19/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 01/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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