Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dani? Claim Your ProfileDani Barron is an Investment Advisor Representative with The Planning Group, Inc. located in Northfield, Illinois. Dani has been in the financial services industry since 2007 and has passed the Series 65 and Series 66 exams. Dani Barron also holds the Series 7 and SIE exams. Dani's experience includes time at Cambridge Investment Research, Inc. and Waterstone Financial Group, Inc. Dani Barron is a registered Investment Advisor Representative in Arizona, Florida, Illinois, and Texas.
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.
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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IL
09/03/2019 - Present
THE Planning Group (NORTHFIELD IL)
IL
08/18/2009 - 12/31/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Northfield IL)
IL
01/23/2007 - 08/19/2009
WATERSTONE FINANCIAL GROUP, INC. (NORTHFIELD IL)
IA
Issued 08/29/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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