Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Danielle? Claim Your ProfileDanielle A. Escobar is a financial advisor with over 7 years of experience in the financial services industry. Danielle is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Danielle has experience with a range of clients including corporations, individuals, high-net-worth individuals, and pension and profit sharing plans. Danielle also has experience providing advisory services such as portfolio management, financial planning, and pension consulting. Previously, Danielle worked at Wells Fargo Advisors Financial Network, LLC. Danielle is a highly experienced and knowledgeable advisor who is committed to providing her clients with the highest quality of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
09/29/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PRINCETON NJ)
PA
04/29/2019 - 09/29/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (FORT WASHINGTON PA)
PA
02/13/2016 - 04/08/2019
HARTFORD FUNDS DISTRIBUTORS, LLC (Wayne PA)
BOTH
Issued 07/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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